Admin Settings

Allison avatar Monique Bollen avatar Koushik Venkatasubramanian avatar
22 articles in this collection
Written by Allison, Monique Bollen, and Koushik Venkatasubramanian

Darzin Single Sign On (SSO)

Requirements & Steps to set up SSO for Darzin
Koushik Venkatasubramanian avatar
Written by Koushik Venkatasubramanian
Updated over a week ago

What is a Tag?

What is a Tag and how can I use it?
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

What is a Region?

What is a Region and how can I use it?
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

What is a Zone?

What is a Zone and how can I use it?
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Where can I add a Communication Method to my dropdown menu?

Adding a new Communication Method
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How to Set up Users

Guide to how to set up users and assign the right level of access to a user
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Sharing Filters across Projects

How to share Darzin filters such as Contact Groups structure, Classification Tree, Zones and Regions across projects
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How to Set Up Filters

Step-by-step instructions on how to set up Darzin filters for administrators
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Filters in Darzin

Introduction to the different filters in Darzin and when/how to use them
Allison avatar
Written by Allison
Updated over a week ago

How to make updates to the Classification Tree

Data Maintenance
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How to edit Lookup Fields

Koushik Venkatasubramanian avatar
Written by Koushik Venkatasubramanian
Updated over a week ago

How do I use the default Darzin Roles Access Levels?

Setting up users
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Classification Tree Filter

What is the Classification Tree & How do I use it?
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How do I identify which Classifications, Contact Groups and Regions are shared to my project?

Sharing records across multiple projects in Darzin using the filters
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Confidentiality Level

How to limit data access to your Darzin account
Koushik Venkatasubramanian avatar
Written by Koushik Venkatasubramanian
Updated over a week ago

How to create Custom Fields

Koushik Venkatasubramanian avatar
Written by Koushik Venkatasubramanian
Updated over a week ago

Filters and Rules - Classification Tree/Contact Groups/Regions

How to create/edit/merge/delete records in Classification Tree/Contact Groups/Regions
Koushik Venkatasubramanian avatar
Written by Koushik Venkatasubramanian
Updated over a week ago

User & Role Management

Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

User login gets locked and can't sign in to Darzin

Koushik Venkatasubramanian avatar
Written by Koushik Venkatasubramanian
Updated over a week ago

How to remove a User that can't be deleted?

Koushik Venkatasubramanian avatar
Written by Koushik Venkatasubramanian
Updated over a week ago

How to create a new Role?

Koushik Venkatasubramanian avatar
Written by Koushik Venkatasubramanian
Updated over a week ago

How to add or set up a new User login

See how to expand your team by adding new users
Koushik Venkatasubramanian avatar
Written by Koushik Venkatasubramanian
Updated over a week ago