Users and Roles

If you have multiple people in your organization using CMS, you should create dedicated user logins for each person.
Having a separate login ensure that you won't keep getting logged out when the other person logs in with the same account.
 
It also allows you to set up roles and permissions for each user if needed, and gives you more control should you need to revoke access from a user.
 
Notes, Follow ups and other features within CMS are also tied to users.
 
Details on this feature can be found in this KB Article
Published: June 20, 2023 at 9:55 PM

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