Here, we show where a profile is created, allowing you to define the type of access users in the profile will have to the system.
Background
As an administrator, you are responsible for creating and editing profiles. In this function, you define the access level a profile needs for its tasks. A profile can, for example, represent a department or a role.
To create a new profile, navigate to Administrator » Profiles (1) and click the + icon (2) in the upper left corner. Here, you start by configuring the general settings of the profile. In addition to naming the profile, you can set; default language, start page, administrator privileges and which system modules the profile should have access to
Once a profile has been created, you can edit it by clicking on the profile name, or choose to; edit the profile (A) by selecting the pencil icon, duplicate the profile (B) and delete the profile (C). Deletion is only possible if no users are linked to the profile.
For more details on configuring user profile permissions, refer to the Related Content section below.
Related Content:
- General Settings of a profile
- User permissions for Cases via forms
- User Permissions for Documents in a Profile
- User Permissions for Personnel in a Profile
- How to see which users are in a profile
Last updated: 5 February, 2025