Getting Help and Next Steps

Handle it yourself, or escalate?
Do it yourself
Adding and deactivating users; password resets
Settings, Tab List, and dashboard tweaks
Data imports and cleanup (Sandbox-tested); tidying duplicates
Escalate
Configuration / structure changes (Chapter 3)
Server or deployment issues; anything destructive (resets)
Suspected data loss
Persistent integration failures (email, Google, website)
How to get help
For configuration changes and technical / deployment issues, contact the CBM implementation team / deployment maintainer.
When you ask for help, include: what you were doing, what you expected, what happened, the time, and the environment (Production or Sandbox).
To be filled in: CBM's actual support contact(s) and any ticket/escalation path. Left generic on purpose — provide the names/addresses and they'll be slotted in here.
The other guides
CRM Introduction Guide — start here, for everyone
Mentor Guide — for mentors
Client Administration Team Guide and Mentor Administration Team Guide — for staff teams
(You're in the System Administration guide.)
Keep this guide current
When the CRM changes, update the matching page here — editing is covered in The Documentation Site. Good documentation is maintained, not written once.