TaskRay Tips & Tricks: Security Settings

Join TaskRay support guru, Lisa Kendall, as she tackles security settings both in Salesforce and TaskRay. She'll demonstrate how to do a basic review of your security settings and include best practices and tips to maintain data integrity and keep your users efficient and effective. 

Additionally, she'll cover: 
-Sharing Settings
-Permissions
-Security within Salesforce and how it can affect task and project visibility and functionality

Perfect for TaskRay admins, seeking to optimize TaskRay for their organization.