Who is this article for?

Administrators who want to learn to manage Access profiles.

Administrator permissions are required.

Access Profiles are a powerful tool that allows administrators to assign a group of access roles to a user with a single selection, streamlining the process of allocating system access requirements.

1. Profiles

Video: Permissions Overview

Profiles allow a group of access roles to be applied to a user via one simple selection. Assigning a profile to a user streamlines the process of allocating users their system access requirements. This means assigning a single profile can automatically give a user access to every part of the system they require.

Profiles:

• Are used to group multiple roles together.
• Can be edited and all changes made will flow down to all the users assigned that profile.
• Can be comprised of any number of roles from multiple modules.

If a user has a profile allocated, then:

• They cannot be allocated a second profile.
• It takes precedent over any individual roles the user may have been previously assigned as the user’s roles are now set to match the profile.
• They cannot be assigned individual roles - users can be assigned roles or profiles, not both.

2. Profiles page

The Profile page lists all the access profiles that can be assigned to users.

From the Profiles page, administrators can:

• Add and edit profiles.

• Add users to profiles.

• Report on profiles.

3. Standard profiles

Standard profiles will be configured within each new Lucidity site build. System administrators are then able to adjust as required. Typically, the following standard profiles will be provided.

4. Further reading

• Managing Access security and multi-factor authentication
• Managing Access notifications
• Understanding Access Help entries