Profile Management

 
 
 

A profile is a set of permissions that is saved under a name, such as Administrator or Manager. Every user of your portal is assigned a profile, including yourself. The profile is assigned when the user is added to the portal.

Profiles are useful for saving a frequently-used set of permissions so that they can be easily granted to a user in a single step. This is easier and less error-prone than setting each individual permission for every user.

Profiles also ensure that multiple users with equivalent duties and needs are all granted the same permissions. For example, you might want to grant the "Create Customer Account" permission for the Sales profile but not for the Help Desk profile. This section describes about roles and how you can create and manage profiles.

 
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