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.

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 some future point.