Security profiles control a user's access to PSA through a set of Components and permissions. The combination of Components and permissions that are included in a specific Security Profile sets limits on the user's view of data.
This article details how to change a user’s Security Profile.
- From the Icon Bar click Setup
. - From the Navigation Menu click Organization.
- From the available options select Users.
- Upon the Users list page displaying, click the name of the User you wish to edit, to access the User Edit page.
Tip: You may wish to narrow your Users list so that you retrieve just the right amount of information you need. To do so you can perform a search. Select a search criterion from the list of available search criteria and then enter a corresponding value in the Search box. Click the Search icon to narrow down the Users list. For more information on the contains-in logic search click here.
- Upon the Settings Details displaying, click the Security Profile box to view the available options.
- Select a security profile, e.g. Project Manager from Security Profile list.
- Click Save to apply your changes.
- Click Back to return to the previous page.