Administration and Security

How do "User", "Admin", and "Super Admin" permission roles differ?
User accounts in Tamago-DB can be set to one of three different permission levels or "roles": User Admin Super Admin ...
Tue, 27 Jun, 2017 at 10:09 PM
"User settings" versus "Administration" settings
Most settings in Tamago-DB can be defined globally for all users under Agency settings or overridden for the current user under User settings. User sett...
Tue, 27 Jun, 2017 at 10:15 PM
Customizing drop-down menus
Tamago-DB allows you to customize items in drop-downs lists. Super Admin and Admin users can customize drop down field items from the Administration setting...
Tue, 27 Jun, 2017 at 10:16 PM
Restricting Access by IP Address
Access to Tamago-DB can be limited by public IP address on an agency-wide or per-user basis.  Only Admins and Super Admin can restrict IP addresses....
Wed, 28 Dec, 2016 at 3:59 PM
Tag Manager: How to edit or delete tags
User with Admin and Super admin role are able to delete and edit tags. ** Tags cannot be created from the [Tag Manager] section in Administration sett...
Wed, 28 Dec, 2016 at 2:46 PM
Deleting records
Only Admin and Super Admin users have the right to delete records. To delete a "Contact", "Company" or "Job " Go to the re...
Wed, 28 Dec, 2016 at 4:35 PM
Reports
There are reports to help managers understand the activity of users. Snapshots reports Managers can filter by the users and also choos...
Mon, 16 Oct, 2017 at 11:29 AM
Mandatory Fields
Superadmin and Admins can set mandatory fields for most record types. Mandatory fields are set inline, meaning they can be changed from any record while in ...
Thu, 5 Jan, 2017 at 5:25 PM
Tag Manager
Only users with the Admin role are able to delete and edit tags, and also create and edit tag groups.  ** Tags cannot be created from the [Tag Manager] ...
Mon, 25 Sep, 2017 at 2:54 PM
Email Syncing - Privacy Settings
Tamago-DB retrieves all the emails between linked users and the contacts that have an email address in their record. SuperAdmin and Admin can restrict viewi...
Thu, 20 Jul, 2017 at 2:50 PM