Assign or unassign a profile to a user

Profiles are used to determine which modules, gadgets, and report columns a user has access to (for example, which options they can see in the User Management screen).

When assigning profiles, you can either:

• Assign profiles to a user: This is useful if you want to determine how much access one specific user can have to Rant & Rave.

• Assign a profile to multiple users: This is useful if you want to provide multiple users with the same access to Rant & Rave by assigning the same profile to all of them. It could also be useful if you have a new profile (profiles are created by rantandrave-support@uplandsoftware.com) and want to apply it to multiple users.

Learn more about profiles.

Note: Your role determines whether you can access User Management, and exactly how much you can do there. Learn more about user roles and what different users can access.

Before you can assign or unassign profiles, you need to go to the users list:

1. Open the Rant & Rave Dashboard.

2. Click the System icon in the bottom-right, then click User management.

The User Management screen will open in a new window on a list of all users.

Assign or unassign profiles to a user

Caution: Some modules, e.g. data management are capable of permanently erasing data. Always check the details of a profile before assigning to ensure the correct permissions are granted. If in doubt, check with your system administrator before assigning a profile.

1. Find the user in the users list.

2. Click their username.

3. Go to the Profiles tab.

4. Select the profiles you'd like to assign or unassign to the user.

   If you want to assign profiles, select them from the list on the left under Available profiles. If you want to unassign profiles, select them from the list on the right under This user can access.

   Tip: To select multiple profiles, hold down the Ctrl key as you click the projects you want to move or click Select all.

5. Add or remove the profiles.

   To add profiles click → Add, or to remove them click ← Remove.

6. Click Save changes.

Assign or unassign a profile to multiple users

1. From the users list, select the checkbox next to the username of everyone you want to assign the profile to.

2. From the Action menu in the top-left, click Assign profile or Remove profile.

3. Choose a profile from the drop-down, then click Assign or Remove. You'll see a message indicating how many users' profiles have been updated.