Assign profiles to users
- Helen Gosper
- Denise McGettigan
- Former user (Deleted)
The simplest way for you to enable permissions for a user is to assign them a profile. If none of the default profiles are suitable, you can create your own (shared) profiles that can be applied to multiple users in your organization or create a user-specific profile for an individual user.
Assign a profile, copy a profile, or create a user-specific profile
When you are setting up an individual user account, you have the option to apply a profile or create a user-specific profile. You can also copy the permissions in one user's profile directly into another user's profile, which will save you time when creating new user accounts, as you can copy another user’s profile, then make adjustments to the settings rather than starting from scratch.
Click Administration > Users.
Locate the user and click their name to open the user maintenance form.
Click the Profile tab. If a user has a viewer license, the Profile tab on their user maintenance form is unavailable.
Click the Profile dropdown list, then select the applicable option from the list:
Select a default or shared profile.
Select the Copy profile from another user option, then select the user whose profile you want to copy and click Copy.
Select the User Specific option, then proceed to select the checkboxes of the relevant permissions underneath.
Click Save, then click Close.
Assign a profile to multiple users
You can save time by assigning a profile to multiple users simultaneously using the Bulk Update tool. On the second Bulk Update screen, select the required profile from the Profile dropdown list.
Edit a profile
On a user’s Profile tab, next to the Profile dropdown list, the Edit for everyone link displays. This is a shortcut to edit the configuration of the profile. See Manage Profiles for more information.