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.
- 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.
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.