Profiles¶

Introduction¶

When you create a profile, you define the following:

• Which modules are visible (in a menu) on the app user's UI.
• Which records the user can see (all, none, or some), and under which conditions records, sections, and fields are visible.
• What actions a user can perform on visible records (add, update, delete, import/export).

You can also edit, copy, or delete profiles.

Create a Profile¶

To add a profile, follow these steps:

1. In the app user's UI, click Profiles.
2. Click New Profile.

3. Set values for these fields:

   • Profile Name: Enter the name for the profile.
   • Assigned To: Select the user the profile record is assigned to.

4. In Menu and Profile Settings, set the Full Authorized Profile switch On or Off. When On, this profile has full privileges. Users assigned this profile can see all records and do anything to them. When Off, this profile is restricted to the settings defined in Menu and Profile Settings.

5. Click Save.

Menu and Profile Settings¶

When create or edit a profile and set Full Authorized Profile to Off, the following settings appear:

• Select Visible Menu on This Profile: Click and select the menu visible for app users assigned to this profile, then select a module in the menu. The following settings appear:

  • Which Records Will Be Visible to User?: Select one of the following choices:

    • The User Won't See Any of Its Records: No records are visible.

    • The User Will See All the Records in This Module: All records are visible. These additional settings let you define which sections and fields are visible, and which actions are possible:

      • Is the User Allowed to See All the Sections and Fields of a Record?: Select Yes to let users with this profile see all sections and fields. Select No to open settings where you select invisible fields, read-only fields, invisible sections, and read-only sections.

        • Which Actions Can the User Take on This Module?: Which actions a user can perform on a record:

          • The User Can Take All the Actions: Select to let users with this profile perform all actions on a record.

          • The User Can Take Only Specific Actions: Select to define which actions can be performed. Each of the following can be On or Off:

            • Add Record
            • Update Record
            • Delete Record
            • Export to Excel
            • Import from Excel
            • Download as PDF
            • Send Email

      • The User Will See the Records That Fit a Certain Criteria: When selected, a condition editor lets you define conditions a record must satisfy to be visible.

Edit a Profile¶

To edit a profile, follow these steps:

1. In the app user's UI, click Profiles.
2. Click the profile to edit. The settings are the same as when you add a profile.
3. Click Save.

Copy a Profile¶

To copy a profile, follow these steps:

1. In the app user's UI, click Profiles.
2. Click the profile to copy.
3. Click Copy.
4. The copied profile's settings appear as when you add a profile.
5. Change the copied profile's settings.
6. Click Save.

Delete a Profile¶

To delete a profile, follow these steps:

1. In the app user's UI, click Profiles.
2. Click the profile to delete.
3. Click Delete.
4. A confirmation dialog appears. Click Yes to delete the profile, or No to cancel.

You can also delete a profile by checking the first column of its row in the table and clicking Delete Selected.