Managing Users, Security Roles, and Teams (Advise 1.3-2.1)


Do your users have access to the right data in order to perform their daily tasks? Learn how to manage users, security roles, and teams.



  1. Introduction to Managing Users, Security Roles, and Teams
  2. Creating Users
  3. Managing Users and Roles
  4. Enabling End Users to Send Email From CRM Advise
  5. Creating Teams

Printable resources:

  • Adding New Users Quick Reference Guide
  • Managing Security and Roles Quick Reference Guide
  • Creating Teams Quick Reference Guide


11 minutes


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This training is free.


Duration: 11 minutes

This course is available to you as a benefit of your institution's maintenance agreement for Ellucian products.