Create a user profile (role)

There are many different functions each role can perform. User Management section classifies each role as a user profile. You can create a user profile that is based on an existing custom or default role. To edit a default role, go to Modify default roles or user profiles.

View the details of a user profile:

  1. Go to Configuration > System Preferences > User Management.
  2. Select the User Profile tab.
  3. Click on the user profile whose details you want to view. The user profile record opens.
  4. From here, you can view:
    • General information in the Description Tab.
    • Permissions in the Details tab.
    • Module access in the Access tab.
    • Compatible service types in the Service Types tab.
    • The departments to which the profile has access in the Segregation tab.
    • The users or employees who belong to the select User Profile in the Users tab.
    • The reports to which the profile has access in the Reports tab.
    • File import permissions in the Feed Import tab.
    • A log of all changes and updates to the profile's settings in the History tab.

Create a user profile (role):

  1. Go to Configuration > System Preferences > User Management.
  2. Click on User Profiles. The list of all user profiles in the system opens.
  3. Click + Add User Profile. Two fields appear.
  4. Enter the Name of the profile.
  5. If applicable, select an existing role for Based On. This copies the permissions, system access, service type or department segregation and report permissions of the selected role to the new role.
  6. Click Apply. A confirmation message appears and the profile opens on the Details tab.
  7. If applicable, enter a Description.
  8. Click Apply. The Description is saved.

Edit access permissions:

  1. Select the Details tab.

  2. Click the Off or On icons to update the access permissions. The changes are automatically saved to the profile.

Edit Service Types:

  1. Select the Service Type tab. A list of all possible service types opens.

  2. Select the service types. The changes are automatically saved to the profile.

Add Department Segregation:

  1. Select the Segregation tab.

    Note: The Service Type and Segregation links will only be displayed if the user profile is set to have access to all service types and to all organizations, in the Details pane.

  2. Click + Additional Departments. A department list opens.

  3. Select the department. The selected department appears listed in the Segregation tab.
  4. To remove it, click the X on the entry.

Edit Report permissions:

  1. Select the Reports tab.

  2. Turn off or on Report permissions by clicking the Off or On icons. The changes are automatically saved to the profile.

Once you have finished the creation process, you can select the User Profile in a User record to add that user to the User Profile.