Buildout

This system administrator guide will help you get started in Rethink. Before you jump in, be sure to familiarize yourself with the <b><a href="https://rethink.help.buildout.com/en/articles/7920073-system-admin-responsibilities">role and responsibilities</a></b> of being a system administrator.

<a href="https://rethink.help.buildout.com/en/articles/7920084-how-many-licenses-do-i-currently-have">How to Check License Totals</a>

<a href="https://rethink.help.buildout.com/en/articles/7920093-rethink-user-profile-types">Rethink User Profiles &amp; Permissions</a>

<a href="https://rethink.help.buildout.com/en/articles/7920086-creating-new-users-in-rethink">How to Add a New Use</a>r

<a href="https://rethink.help.buildout.com/en/articles/7920095-deactivating-users-in-rethink">How to Deactivate a User</a>

<a href="https://rethink.help.buildout.com/en/articles/7919907-resetting-a-user-s-password">How to Reset a User’s Password</a>

<a href="https://rethink.help.buildout.com/en/articles/9908094-how-to-reset-a-user-s-mfa-connection">How to Reset a User’s MFA Connection</a>

<a href="https://rethink.help.buildout.com/en/articles/9573829-user-login-history-report">Report on User Login History</a>

<a href="https://rethink.help.buildout.com/en/articles/7920006-integrating-outlook-or-gmail">How to Set Up Outlook or Gmail Integration</a>

<a href="https://rethink.help.buildout.com/en/articles/7920014-creating-an-email-signature">How to Create an Email Signature</a>

<a href="https://rethink.help.buildout.com/en/articles/7920011-salesforce-mobile-app">How to Install the Mobile App</a>

<a href="https://rethink.help.buildout.com/en/articles/7920163-field-accessibility-and-permissions">Field Accessibility &amp; Permissions</a>

<a href="https://rethink.help.buildout.com/en/articles/7920169-creating-custom-fields">Creating Custom Fields</a>

<a href="https://rethink.help.buildout.com/en/articles/7920133-updating-page-layouts">Updating Page Layouts</a>

<a href="https://rethink.help.buildout.com/en/articles/7920176-updating-picklist-values">Updating Picklist Values</a>

<a href="https://rethink.help.buildout.com/en/articles/7920183-customizing-geosearch-filters-and-fields">Creating Custom Filters &amp; Fields for GEOsearch</a>

<a href="https://rethink.help.buildout.com/en/articles/7920156-how-to-customize-activity-reports">Customizing Deal Activity Reports</a>

<a href="https://rethink.help.buildout.com/en/articles/7920158-creating-email-templates">Creating Email Templates</a>

<a href="https://rethink.help.buildout.com/en/articles/9547287-creating-a-rethink-app-for-mobile-devices">Creating a Rethink App for Mobile Devices</a>

<a href="https://rethink.help.buildout.com/en/articles/7920007-rethink-buildout-integration-user-guide">Buildout Integration</a>

<a href="https://rethink.help.buildout.com/en/articles/8921829-integration-options-with-rethink-and-apto">Third-party App Integrations</a>

<a href="https://rethink.help.buildout.com/en/articles/7920114-how-to-export-or-back-up-your-data">Exporting Data &amp; Scheduling Backups</a>

<a href="https://rethink.help.buildout.com/en/articles/7919914-exporting-data-using-reports">Exporting Filtered Data Sets</a>

<a href="https://rethink.help.buildout.com/en/collections/6179184-importing-exporting">Importing Data</a>

<a href="https://rethink.help.buildout.com/en/articles/7920115-mass-transfer-records-to-another-user">Mass Transferring Records to Another User</a>

<a href="https://rethink.help.buildout.com/en/articles/7920116-mass-delete-records">Mass Deleting Records</a>

<a href="https://rethink.help.buildout.com/en/articles/7920109-view-and-restore-deleted-data-in-the-recycle-bin">Recover Data in the Recycle Bin</a>

<a href="https://rethink.help.buildout.com/en/articles/7920175-field-history-tracking">Enabling Field History Tracking</a>

Rethink Quick Start Guide | System Administrator

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Rethink Quick Start Guide | System Administrator

User Management

Customizing the Application

Integrations

Data Management