12 docs tagged with "users"

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

Learn what the Business App welcome email contains, what can be customized, and how to use Marketing Campaigns as the recommended workaround for custom onboarding content.

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

Create users, assign them to accounts, and configure permissions for Business App access.

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.

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.