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Administration Guide

User profiles

User profiles

User profiles enable you to authorize each user to view and modify only the content that is required for that user.

Each profile defines the access rights of the user to specific portal components. Content access may be restricted, read-only, or read/write. Some components allow for custom permissions as well.

You can assign one or more profiles to a user. For example, a user with Read/Write permission on Reports and Read permission on the other components in the assigned profile will have read/write access to the Reports component and read-only access to the remaining components.

The system provides a set of default user profiles. Create new profiles or customize the default profiles in System > Profiles. See Profiles for more information.

Default organization user profiles

Profile

Description

Customer Admin

Read-write access to all components for the organization

Customer Monitor

Read-only access to all components for the organization

Caution

In previous versions, profiles were referred to as "roles". In the GUI, "roles" is still occasionally used, and is synonymous with "profiles".

User profiles

User profiles enable you to authorize each user to view and modify only the content that is required for that user.

Each profile defines the access rights of the user to specific portal components. Content access may be restricted, read-only, or read/write. Some components allow for custom permissions as well.

You can assign one or more profiles to a user. For example, a user with Read/Write permission on Reports and Read permission on the other components in the assigned profile will have read/write access to the Reports component and read-only access to the remaining components.

The system provides a set of default user profiles. Create new profiles or customize the default profiles in System > Profiles. See Profiles for more information.

Default organization user profiles

Profile

Description

Customer Admin

Read-write access to all components for the organization

Customer Monitor

Read-only access to all components for the organization

Caution

In previous versions, profiles were referred to as "roles". In the GUI, "roles" is still occasionally used, and is synonymous with "profiles".