How to create security profiles for your users

This video will show you how to create security profiles and assign it to users in your system. Security profiles are a collection of permissions you can assign to a user.

How to create security profiles for your users

1. Click admin on the bottom left of the screen. To view all permissions available in the system along with their definition, select Permissions.

2. Next select Security profiles, click the add security profile button.

3. Enter the security profile name, description, and select the permissions from the drop down.

   • If you have a particular user you want this security profile to go to, you can enter the user in directly or this can be set later in the security tab of the person’s profile.

4. Once done, click create.

To assign this security profile at the profile level

1. Select People, click on the person you’d like to update.

2. Select the security tab and add the security profile by clicking the green plus button.

3. If you would like to give direct access to a permission in addition to a profile, or instead of, click the green plus beside Direct access or permissions.

   • For example, Sam the Supervisor now has the permissions of the supervisor profile and he can also delete comments.