Profiles

You can create profiles which specify the actions that can be performed on the records. Also, profiles can be used to restrict access to certain fields, modules, features, operations, etc. A profile associated to a role specifies the access rights available to the user. Every user in that role should have same profile and same access rights.

Notes: Users at higher hierarchy has the right view user records at lower hierarchy.

Add New Profile

To add new profile, follow the below steps:

1. Click on CRM Settings icon () in the top right corner of the panel.

2. In the Users and Access Management panel, click on Profiles.

3. A list of profiles will be displayed. Click on New Profile button in the top right corner of the panel.

4. The Create New Profile window is displayed. Update the details and click Save.

Edit A Profile

You can edit profiles to change their access rights and define privileges in PE Front Office. After getting edited, profiles will be able to perform new tasks or will be restricted from using the features that were accessible.

To edit a profile, follow the below steps:

1. Click on the CRM Settings icon () in the top right corner.

2. In the Users and Access Management panel, click on Profiles.

3. A list of profiles will be displayed. Click on Edit () icon in the Actions Column.

4. Update the details and click Save.

Delete A User

You can delete profiles to terminate the rights and privileges assigned to a role in PE Front Office. After getting deleted, profile will cease to exist.

To delete a profile, follow the below steps:

1. Click on CRM Settings icon () in the top right corner.

2. In the Users and Access Management panel, click on Profiles.

3. A list of profiles will be displayed. Click on Delete () icon in the Actions Column.

4. You will be prompted to transfer the ownership to another user. Choose a profile from the dropdown and click  Save.