Name

provides additional information about the profile so that its use and purpose are clear. Input is optional and may not be necessary if you have few profiles that are described adequately through the codes.

Code

provides unique identification of the login profile. You must enter an unused code for a new profile but cannot then change it.

Try to use codes that clearly indicate the permissions that the profile grants and which identify the intended users. This will help to prevent profiles being allocated incorrectly, resulting in users being given inappropriate access privileges.

Active

is checked if the profile is available for use. You can make profiles inactive to prevent their issue to new logins. This allows you to set up profiles in advance of them being needed, or to take them out of use without actually deleting them.

NOTE:
All further entries to this and the remaining tabs determine privileges for logins who have the profile assigned. They are either:

•      check boxes, which you will set on to grant the indicated access or off to deny it

•      drop down lists, so that you can click the arrow and then select one of the available choices.

For a new login profile, the default entries are generally to allow no access or minimum access. You therefore need to specifically set a required permission.

Set System Defaults

Determine the overall appearance of the system and processing rules.

Set Own Project Restrictions

lets users access their own resource and identify the projects that are valid for the resource.

Set Own Activity Restrictions

lets users access their own resource and identify the activities that are valid for the resource.

Set Available to all

is checked if users are to be allowed to change the ‘available to all’ setting that is available for restrictions against various records (such as projects and resources). Uncheck the box to prevent this.

Use Code Converter

indicates if users can process a utility to alter incorrect codes of particular types of records. If so, this is accessed through the Tools section of the Administration menu and is processed against the particular record.

Modify System Filters

allows users to edit global filters. If both System and User filters are unchecked, users cannot edit any filters.

Modify User Filters

allows users to edit their own personal filters. If both System and User filters are unchecked, users cannot edit any filters.

Access Data Load

indicates if users can add records for some business entities by importing them from a spreadsheet file created using Excel.

Create and view Posts

is checked if users with this profile can enter posts on particular topics and add comments. These are accessed at various points throughout the system when add and view posts actions are available.

Controlled Custom Field Access:

indicates if users with this profile can access custom fields that are marked as controlled.

Create Custom Views

determines if a user can create views on the Projects and Work Home tabs.

Edit layout and add widgets

indicates if a user can change the layout and add widgets on the Projects and My Work Home tabs.

Publish Custom Views

provides the ability to publish views on the Projects and My Work Home tabs.

Create Dashboards

indicates if a user can create dashboards.

Publish Dashboards

determines if a user can publish dashboards to other users and login groups