This page outlines how to manage user profiles at the administration level. See Assign profiles to users to learn more about profiles, and how to create a user-specific profile.
If you have the Administration > Profiles permission, you can customize the shared profiles that can be applied to multiple users in your organization. For example, you might want to have variations of the Basic or Advanced profile or create a new profile for a team who has specific permissions.
View all profiles
Click Administration > Profiles.
The Profiles page displays a list of all your profiles, including the default system profiles and any other profiles that you or other administrators in your organization have created.
Add a profile
On the Profiles page, click New.
Enter a name for the new profile.
Select one of these options:
Create a profile from an existing user-specific profile: Click Copy From > User in the top right corner, then select the user whose profile you want to copy and click Copy. Edit the settings as required (select or clear the checkboxes).
Set up a new profile from scratch: Select the relevant setting checkboxes.
Click Save > Close. Your new shared profile will display in the list on the Profiles tab, and become available for selection from the Profile list on every user’s Profile tab (on the user maintenance form).
Edit a profile
On the Profiles page, click the profile name > edit its setup as required (see steps above) > click Save.
You can also edit a profile via the Edit for everyone shortcut on an individual user’s Profile tab.
Delete a profile
You can permanently a profile if it is no longer required. This action cannot be undone. You can delete multiple folders at the same time (left-click and drag to select the required rows).
On the Profiles page, select the row of the profile > click Delete > Yes.