The “General Settings” section of a profile provides an overview of the system access granted to users within that profile, as well as the number and identities of users associated with it.
To create a profile, navigate to Administrator » Profiles.
General Settings
- Language: Upon login, the system displays the language set for the profile.
- Homepage: This setting determines the page users land on after logging in and the page they return to when clicking the Home icon under their avatar.
- Administrator Settings: When enabled, users in this profile can manage profiles, configure Workspace settings, and view current agreements. They gain full permissions to modify all system settings. Although it’s possible to restrict their access to Document and Case settings, they can adjust their own settings, effectively granting themselves access to the entire system. Therefore, assign Administrator Settings cautiously, as administrators can always grant themselves access to all system areas.
- System & Functions: Activate the modules and features accessible to the profile here. Enabling Administrator Settings automatically activates the Newsroom, Help & Feedback, and Release Notes features.
Modules:
- Case Management
- Document Management
- Personnel
Features:
- Newsroom
- Help & Feedback
- Release Notes
Users can access the Newsroom, Help & Feedback, and Release Notes features via their avatar once these functions are enabled in their profile.
Considerations:
- Aim to create as few profiles as possible to simplify profile administration.
- A user can be linked to only one profile.
- A user within a profile occupies a license for each respective module (Case Management and Document Management).
Last updated: 2 January, 2025