Administrators

Logging in as an admin

If you created your own DayBack Online account you're already an administrator and clicking on "Settings" in the calendar's left-hand sidebar will reveal an "Administrator Settings" button that will let you configure your calendar. You can also get to the admin side of DayBack by clicking "Admin Settings" in the 3-dot menu in the upper right of the calendar.

Finally, if someone invited you to join their DayBack group they can decide to make you an admin of the group or not: ask them nicely.

Making someone an admin

See the Salesforce specific section below if using DayBack within Salesforce.

Once you're in the admin section of DayBack, click on "Group" and you'll be able to manage users and decide which of your users get "Admin Access":


Salesforce Specific

How do I become an administrator of DayBack?

There is no user administration inside DayBack for Salesforce: DayBack picks up the user roles and permissions you've assigned in your Salesforce org. That's how you decide which users can see DayBack and who's an admin: folks with a "System Administrator" Salesforce profile are considered DayBack admins. DayBack admins can add new sources, map to your custom objects, change default settings for your group. 

Some orgs will also need to let non-SysAdmins to manage their DayBack settings. Inside admin settings, you can specify the salesforce usernames of users who should be treated as DayBack admins. You'll see that in the "Misc" section here:

Of course, you'll need someone who is already an admin, likely someone with a "System Administrator" Salesforce profile, to enter these email addresses for you. If you can't raise anyone in your org who has access to DayBack and a "System Administrator" Salesforce profile, please get in touch.


FileMaker Specific

Administering users in FileMaker sources is done using the "Groups" section as described at the top of this page. Note that DayBack respects your FileMaker access privileges so that if a user's not allowed to see or edit a record in FileMaker, they won't be able to see or edit that record in DayBack either.