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The document provides instructions for managing users and teams in Casual. There are two ways to add users - by inviting them via email or creating a placeholder account. User accounts display in cards and can be edited by clicking "Edit" to manage permissions. Users have roles like Leader, Participant, or Spectator that determine their abilities. Teams can also be managed in projects, allowing users to be added and assigned roles that control their project access and task responsibilities.
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Main news related to the CCS TSI 2023 (2023/1695)
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The original Czech 🇨🇿 version of the presentation can be found here: https://www.slideshare.net/slideshow/hlavni-novinky-souvisejici-s-ccs-tsi-2023-2023-1695/269688092 .
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Salesforce Integration for Bonterra Impact Management (fka Social Solutions A...
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on integration of Salesforce with Bonterra Impact Management.
Interested in deploying an integration with Salesforce for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
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HCL Notes and Domino License Cost Reduction in the World of DLAU
Webinar Recording: https://www.panagenda.com/webinars/hcl-notes-and-domino-license-cost-reduction-in-the-world-of-dlau/
The introduction of DLAU and the CCB & CCX licensing model caused quite a stir in the HCL community. As a Notes and Domino customer, you may have faced challenges with unexpected user counts and license costs. You probably have questions on how this new licensing approach works and how to benefit from it. Most importantly, you likely have budget constraints and want to save money where possible. Don’t worry, we can help with all of this!
We’ll show you how to fix common misconfigurations that cause higher-than-expected user counts, and how to identify accounts which you can deactivate to save money. There are also frequent patterns that can cause unnecessary cost, like using a person document instead of a mail-in for shared mailboxes. We’ll provide examples and solutions for those as well. And naturally we’ll explain the new licensing model.
Join HCL Ambassador Marc Thomas in this webinar with a special guest appearance from Franz Walder. It will give you the tools and know-how to stay on top of what is going on with Domino licensing. You will be able lower your cost through an optimized configuration and keep it low going forward.
These topics will be covered
- Reducing license cost by finding and fixing misconfigurations and superfluous accounts
- How do CCB and CCX licenses really work?
- Understanding the DLAU tool and how to best utilize it
- Tips for common problem areas, like team mailboxes, functional/test users, etc
- Practical examples and best practices to implement right away
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People
- 1. How to Manage Users in Casual
- 2. Visit the ‘People’ section of your workspace to invite or manage user accounts.
- 3. There are 2 ways to add Accounts: - Invite a user via email - Add a person placeholder (detached account)
- 4. The Invite new users option, allows you to enter multiple emails and select a role for each user.
- 5. ‘Add a person’ option allows you to create an account by name. The user can be invited to take over this account later on.
- 6. User accounts are displayed as cards. Select a card to see additional info about a user.
- 7. To edit user details & manage permissions, Click on the ‘Edit’ option located on the top-right corner.
- 8. Every user account has one of these roles: • Leader(Owner) - full ability to create & edit anything. • Participant - ability to create & edit projects but cannot view projects made by others. • Spectator - only participate in projects made by others.
- 9. Visit the ‘Team’ section in your project to manage the project team.
- 10. Easily add users from your workspace or invite new users. Every user will be invited to join the workspace & project.
- 11. Change the role of each team member. Team member can have one of these roles: 1. Leader (Owner) - Manager; Ability to edit project plan. 2. Participant - ability to execute tasks ONLY. 3. Spectator - ability to see project’s progress ONLY.
- 12. After the project team is formed, you can assign executors for the task.
- 13. ‘People’ tab located on the left of your screen - displays the list of people who are responsible for the process.
- 14. Have a Question? Send us an email: founders@casual.pm