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Rethink Getting Started

Enabling Multi-Factor Authentication (MFA)

Getting Started: Logging In

Overview of Your CRM Home Page

Personal Profile Settings

How to Update Your Profile Picture

Adjusting Time Zone Settings

Enabling Task Notifications

Salesforce Mobile App

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System Admin Responsibilities

Rethink Setup Menu Overview

Data Permissions Basics

Rethink User Profile Types

Multi-Factor Authentication (MFA)

How to Display Your Company Logo

Set Up In-App Guidance for User Onboarding & Announcements

Creating a Rethink App for Mobile Devices

Rethink Quick Start Guide | System Administrator

Deactivating the Default Admin

Finding Active User Count

For Admins

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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