Dealhub Academy

User Management
User Management
Learn the basics of user management in DealHub to streamline work processes and troubleshoot issues.
Course rating: 5.0
Course Progress
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About the Course

You will learn to:

  • Create users and assign system roles.
  • Configure admin profiles for effective access control.
  • Establish and manage user groups with specific permissions.
  • Impersonate users to diagnose issues.
  • Reset user passwords following established procedures.

Course Outline:

  1. Getting Started
  2. Admin Profiles
  3. DealRoom Permissions
  4. User Groups
  5. Partners
  6. Adding Users
  7. Impersonate a User
  8. Session Activity Dashboard
  9. Summary
  10. Quiz
Duration
30 mins
Course Level
Essential
Value in Points
200
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