Modify default roles or user profiles

There are four default user profiles in Cimpl. The user profiles were created to have specific permissions and access. These defaults were defined based on the expected functions of the various roles as they relate to usage of the Cimpl platform. You can edit these default user profiles to change their system access, report permissions, department segregation or compatible service types.

You can:

Caution: Access permissions are automatically applied when you toggle them on or off. There is no message that will prompt you to confirm your changes to the permissions. Therefore, before you toggle off permission to access the Configuration module, ensure that you are not using the same user profile to edit the permissions because you will immediately lose access to the Configuration module. For example, if you have an Administrator profile and are editing the Administrator user profile, the Configuration permission is toggled on by default. However, if you toggle it off, you are immediately ejected from the Configuration module. You can't regain access to the module with your newly updated profile and will require someone else with Configuration module access to reset your user profile's ability to reach the Configuration module.

Edit default user profiles:

  1. Go to Configuration >System Preferences > User Management.
  2. Click User Profiles . The User Profiles pane opens.
  3. Click on the user profile whose permissions you want to change. The profile record opens.
  4. 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.

  5. 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.

  6. Edit 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.
  7. 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.

Restore the default permissions:

  1. Select the profile that you want to reset to default values.
  2. Select the Details tab.
  3. Click Reset at the upper right-hand corner. The profile's permissions are reset to default permissions.