Intro to Profiles

Now, we pivot from viewing permission to actual action permissions. It is possible, using Profiles, to even bar entire modules from some people.

Under Settings > Users and Control > Security Control, then click on Profiles. When you click into a specific profile (the defaults are Admin and Standard, but you can create more), you can configure ALL the permission.

  • import
  • export
  • email
  • update
  • transfer
  • convert
  • print
  • and see/edit/delete records in any module.

But always remember, with great power comes great responsibility.

Help with profile management