Do I need to create a separate user name and password for NotesAlly?

No. Your Salesforce login works directly on NotesAlly. When you login to NotesAlly with Salesforce, you authorise NotesAlly to use your Salesforce identity.

I don't have access to edit a particular data in Salesforce. Can I use NotesAlly to edit the data instead?

No. NotesAlly uses your own user's identity and cannot go beyond the permissions available to you from your Salesforce UI. If you do not have permissions to update/view something from Salesforce UI, you can be sure that the same update/view the same from NotesAlly too.

Will NotesAlly perform any actions on my behalf, when I am not on NotesAlly UI?

Not at all. All communication from NotesAlly to Salesforce happens only on explicit user interactions from the NotesAlly's user interface.

Does NotesAlly store any of my NotesAlly data on Salesforce?

No. All the data created in NotesAlly, like NotesAlly users and product usage logs, are stored in our own secure data stores.

What are the permissions available for users in NotesAlly?

At the moment, NotesAlly users can be assigned the following permission.

User Management - This permission allows the user to add/edit/delete users in the NotesAlly instance.

In the future releases, new user permissions will be added according to the product features added in them.

How many users can be added?

You can add as many users as the license permits. Once the limit is reached, no more users can be added without upgrading your license or purchasing more seats.

Can I add any user from my Salesforce Organization to NotesAlly?

Yes. However, if your organization's permission settings disallows you from accessing some or all user details, you may not get any results when you search for users to add to NotesAlly. This is because NotesAlly cannot go above and beyond your Salesforce permissions to make some data available to you.

What encryption does NotesAlly use?

At NotesAlly, we strive to use SSL, a secure protocol that secures the communication between entities over a network. With TLS 1.2 encryption in place, all the data sent over the internet via our APIs are encrypted using RSA 2048 bit SSL which cannot be intercepted and is not visible to anyone unintended. We encrypt our backups too.

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