User Management TOC

Introduction

The User Management section covers everything you need to know about managing access and collaboration inside BoogieBoard. From setting up new workspaces and assigning roles to configuring permissions and user visibility across scenarios, this guide walks administrators through every step of keeping their organization secure, aligned, and efficient. Whether you’re onboarding new reps or maintaining complex role hierarchies, these tools give you full control over who can view, edit, and design within your territory ecosystem.