User Profiles

Note: Only people with Super User or Administrator access can create new User Profiles. 

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 Profile stops the problem of having to work out all the actions one User needs to do each time you create a new User who requires standard roles.

Note:  If a User is given a User Profile for their access, then they cannot be added to any other Access Roles.

Also see: How to Edit User Profiles and How to Add or Remove User Profiles to Users.

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 or Action 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 or Action Results the Business Units determine which results the User can read and/or manage.
• By default the User is given access to their own Business Unit and its sub Business Units.