Updating your Company Profile/Security Profiles

Security Profiles are created to grant or deny users access to specific modules of information and functionality within the system. As an administrator you may establish security profiles by individual, by group or by specific job function. Access rights can be granted by selecting “All” or “None” (i.e., no access) for each module.

The main modules are shown as tab pages along the top of the screen (e.g., Accounts, Calendar, Activities, etc.) Premium features and plug-ins can also typically be activated or deactivated for a group of users by updating their Security Profile. Very often several people within the organization will share similar roles such as marketing coordinator or sales manager. By establishing a security profile such as “sales employee” you can quickly turn on or off the various modules for several people at once vs. individually. Security Profiles can be updated at any time to limit access to modules.

Note: The default security profile is named Full Access and gives access to all available modules that have been purchased for your company. You may create user accounts using this default profile, and create and assign new security profiles at a future point.

1. Click Administration from the Quick Links menu.

2. Click Security Profiles from the Administration menu.

3. Click the New button. The Profile Settings screen displays.

4. Enter a name for the new profile in the Profile Name field. The profile name should describe the type of access (e.g. Full Access, No Reports, etc.) or describe the job function (i.e., Inside Sales, Managers, etc.) depending on which is most appropriate for your business.

5. Select the main modules or functions you would like the users with this profile to have access to by clicking on the associated check box. The Expand button lists any additional sub-modules within each application. The drop-down menu indicates levels of access: None, View, Update, All. All is the default.

6. Deselect the check box for modules to which you want to restrict access.

7. Click Save & New, and repeat steps 4-5 to create new profiles for other individuals or groups.

8. Click Save & Close when you have finished creating security profiles.

After you have created a security profile that limits access to specific modules, you may wish to edit each user and reassign them to the new security profile.

Assigning Security Profiles