Updating your Company Profile/Adding Security Profiles

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.

To create a new security profile select under then select

• Click the New button

• Enter a name for the new profile in the Profile Name. 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.

• Select the main modules or functions you would like the users to have access to by clicking on the associated checkbox.

• Deselect the check box next to the Module(s) you want to restrict access to

• Select Save & New, to continue the process for other individuals or groups or Save & Close when you have completed all profile settings.