A User Profile consists of multiple Access Roles. The User can then be assigned the Profile and will have all of the Access Roles within the Profile. When the User Profile is updated, the access rights will flow through to all the Users in that Profile.
Note: If a User is given a User Profile for their access, then they cannot be added to any other Access Roles.
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User Profiles are an easy way to group your Users who do the same actions and need the same access. Then if changes are needed they can be made in one place.
Collating roles into a User
Profiles stops the problem of having to work out all the actions one
User can do, so that can be replicated for another
User.
For some user profile access roles
you will need to select the Business Units they will have access to
:
- For Registers and Forms, this limits which Forms the user can see based on the selected Business Units. If the template does not have business units set up as a field this is not required.
- For Task Assignments and Checklist Assignments the Business Units will determine which assignments can be read and/or modified by the User.
- For Checklist Results and Task Results the Business Units determine which results the User can be read and/or completed by the User.
- By default the User is given access to their own Business Unit and its sub Business Units
- .