12 documents tagués avec "users"

Learn how to use the Create a user from a contact action to create a Business App user from an existing CRM contact.

Créez des utilisateurs, assignez-les à des comptes et configurez leurs permissions pour l'accès à Business App.

Learn how to use the Get my team member action to retrieve a specific team member for use in later automation steps.

Learn how to use the Modify custom user data action to write or update custom data fields on a user.

Learn how to use the Notify all account users action to send in-app and email notifications to every user on the account.

Découvrez ce que contient l'e-mail de bienvenue de Business App, ce qui peut être personnalisé, et comment utiliser les campagnes marketing comme solution de contournement recommandée pour un contenu d'intégration personnalisé.

Learn how to use the Send an email to users action to send a one-off email to all users on an account.

Start an automation whenever a user logs into or becomes active in Business App.

Start an automation whenever a user is added to an account in Partner Center.

Start an automation whenever a user sends a message or question through Business App.

Start an automation whenever a user completes email verification for their Business App account.

Complete guide to managing users, groups, notifications, and permissions for team collaboration in Task Manager.