Managing Profiles

Managing Profiles

Two profiles are provided by default:
Administrator Profile: This profile has access to all the features in the Client management system account.
Standard Profile: This profile has limited access to the features in Client management system account.

Key Features

Profile controls the following functions:

  • Module level permission
  • Sub-module level permission
  • Field level permission

Module Level Permissions

  • Tab visibility
  • View Records
  • Create Records
  • Edit Records
  • Delete Records

Sub-module level permissions

  • Manage Reports & Dashboards
  • Import Records
  • Export Records
  • Mass Transfer
  • Mass Delete
  • Mass Update and more.

App permissions

  • Key Features

    Profile controls the following functions:

    • Module level permission
    • Sub-module level permission
    • Field level permission

    Module Level Permissions

    • Tab visibility
    • View Records
    • Create Records
    • Edit Records
    • Delete Records

    Sub-module level permissions

    • Manage Reports & Dashboards
    • Import Records
    • Export Records
    • Mass Transfer
    • Mass Delete
    • Mass Update and more.

    App permissions

    • Client management system Mail Integration
    • Mobile Edition
    • Client management system help desk Integration
    • Client management system Phone Bridge
    • Integration with Microsoft Outlook
    • Integration with Microsoft Office
    • Social Integration
    • Sync with Google Calendar
    • Sync with Google Contacts.

Creating Profile

To create a new profile

  1. Click Setup > Users & Permissions > Profiles.
  2. In the Profiles page, click Create Profile.
  3. In the New Profile page, do the following:
    • Enter the Profile Name.

    • Select an existing profile from the Clone Profile drop-down list.
      The new profile will be cloned. Later you can modify the access control for the new profile.
    • Enter the Profile Description.
  4. Click Save. Once you have cloned the profile, you can make the changes to the various permissions.

To control permissions

  1. Click Setup > Users & Permissions > Profiles.
  2. In the Profiles page, click the Edit link corresponding to the profile that you want to modify.
  3. In the Profile Information page, specify the access permissions for the following:
    • Module-level Permissions
    • Tab Group Permissions
    • Reports & Dashboards Permissions
    • Import Permissions
    • Export Permissions
    • Tool Permissions
    • Admin Permissions
    • Apps Permissions
    • General Permission
  4. Click Save.

Associating Users with Profile

You can associate the profile with the users so that they can access  Client management system modules and fields that are assigned to them. Users with System Administrator privileges can associate a profile with users.

To associate users with a profile

  1. Click Setup > Users & Permissions > Users.
  2. In the Users page, click the <User Name>.
  3. In the User Details page, click Edit.
  4. In the User Details page, select the Profile from the pick list.
  5. Click Save.

Deleting Profiles

When organizing your Client management system account, you may delete some of the unwanted profiles after assigning the users to the other profiles. Before deleting a particular profile, Users associated to that profile must be transferred to other existing profiles. You can delete all the profiles except "System Administrator" and "Standard User" profiles.

To delete a profile

  1. Click Setup > Users & Permissions > Profiles.
  2. In the Profiles page, click the Del link for the specific profile.
  3. In the Delete Profile page, transfer the existing users to the new profile.

  4. Click Transfer & Delete.
    The profile will be permanently deleted.

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