Background
rofiler styr användares åtkomst och rättigheter, vilket säkerställer att varje individ endast ser relevanta funktioner och information utifrån sin roll. Administratörer skapar och konfigurerar profiler för att skydda känslig information och optimera användarupplevelsen i systemet.
For a detailed overview of profile functionality, see our digital introduction.
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.
Important aspects to consider when creating or duplicating profiles
If you use the Access function to limit who can see specific sections, groups, or fields in forms, the following applies:
When a new profile is created – whether from scratch or by duplicating an existing one – the new profile will always have the Hidden access setting on the objects where this function is active. This means that users with the new profile cannot see the restricted objects until the access permissions have been updated in the forms where this setting is applied.
Learn more in the article: Restrict access to sections, groups, or fields in a form
For more details on configuring user profile permissions, refer to the Related Content section below.
