Administrators
Logging in as an admin
If you created your own DayBack Online account, you are already an administrator. To access admin settings, click the "Settings" gear icon in the calendar's left-hand sidebar, then select "Administrator Settings." You can also access admin settings by clicking "Admin Settings" in the 3-dot menu in the upper right corner of the calendar.
If someone invited you to join their DayBack group, they can choose whether or not to make you an admin. Politely ask them to grant you admin privileges if needed.
Making someone an admin
For Salesforce users, refer to the Salesforce-specific section below.
In the admin section of DayBack, click on "Group" to manage users. Here, you can grant "Admin Access" to selected users.
Salesforce Specific
How do I become an administrator of DayBack?
In DayBack for Salesforce, there is no separate user administration section in DayBack's administrative settings. Instead, DayBack uses the user roles and permissions set in your Salesforce org. You may want to review which users can see DayBack for more details on how to assign DayBack licenses to specific users.
Users with a "System Administrator" Salesforce profile are automatically considered DayBack admins. These admins can add new sources, map custom objects, and change default settings for your organization.
Allowing Non-System Administrators to Manage DayBack Settings
If your organization needs non-System Administrators to manage DayBack settings, you can specify their Salesforce usernames within the admin settings, found in the "Misc" section.
To add these usernames, you’ll need someone who is already a DayBack admin, typically with a "System Administrator" Salesforce profile, to enter the usernames for you. If you cannot find anyone in your organization with the necessary access, please contact support for assistance.
FileMaker Specific
To administer users in FileMaker sources, use the "Groups" section as described at the top of this page. DayBack respects your FileMaker access privileges, meaning that if a user is not allowed to see or edit a record in FileMaker, they will also be unable to see or edit that record in DayBack.