A User Profile consists of multiple Access Roles, which can be edited at any time.
NOTE: Any changes made to a User Profile will apply to all users that currently have that Profile applied.
Step-By-Step Guide:
- From the Administration section, click on Access Rights
- Select User Profiles
This screen lists the User Profiles and how many Users are currently in them.
Choose the relevant User Profile - Click on the Roles tab and click Add Roles
- Select the Role Type
Click the + next to the relevant access (select Business Units first if applicable) - Click Add Roles
Roles can be removed roles by either clicking on the bin next to the specific role or by selecting Remove All Roles to remove all of the roles at once.
NOTE: On the User tab, you can click on the Ellipsis above the user list to Export the Profiles to PDF or Spreadsheet, or Delete the User Profile.
Video Guide
UNDER CONSTRUCTION