Working with Profiles

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It is highly likely that during the use of the Manage Permissions screen you find that you are setting the same permissions for multiple users under the same customer account.

 

An easy way to apply a set of common permissions to multiple user accounts is to make use of 'Profiles'.

 

On the Manage Permissions screen you will see there is an ApplyProfileCheckBox checkbox which when checked enables the 'Select Profile' drop down field and the ApplyUserProfileBtn button. You can then select from the Select Profile drop down field a profile name, if any are created, and then click on the ApplyUserProfileBtn button to apply that profile to the selected user.

 

To create your own profile follow these steps:

 

1.Select the customer and user name from the drop down fields that you wish to create a new profile with.
2.This will then display the permission list, checking the boxes for those that the user has had applied to their account already.
3.Proceed by checking\un-checking the relevant permissions that will be contained with the profile you want to create
4.Once you are happy with your selections, click on the CreateNewUserProfileBtn button
5.This will reveal some additional fields below the button which will need completing before the profile is created

 

Profile Name and Notes Fields

Profile Name and Notes Fields

 

6.Enter in a relevant profile name and notes describing the profile
7.Click on the CreateBtn button
8.A confirmation message will then appear at the top of the screen as follows:

 

Confirmation of Profile Creation

Confirmation of Profile Creation

 

9.Now that you have created the profile you will need to apply it to the user
10. Ensuring that the user is still selected from the drop down, check the ApplyProfileCheckBox check box
11. From the Select Profile Name drop down field, select the profile name you have created
12. Click on the ApplyUserProfileBtn button
13. A new confirmation message will now appear at the top of the screen as follows:

 

Confirmation after applying a Profile to a User

Confirmation after applying a Profile to a User

 

You can then apply the profile to any other users by selecting the user from the drop down and following steps 10 to 13 above.