Profiles

Profiles are a set of user interface configuration parameters. They help administrators set the available interface features for each user.

For example:

  • Restricts the user interface, hiding search and dashboard tabs and almost all toolbar buttons. 
  • Restricts the user interface, showing only the search view.

The application, and especially the user interface, come by default with several features and extensions.

Not all users need access to everything, especially at the beginning when many features can cause confusion to the end user.

Our suggestion is to go from fewer to more features as a natural process of learning the application.

Profiles are shown in a table structure.

Name

Active

Actions

Profiles are divided into five tabs:

Create a new profile

  • Click on the  New profile icon.
  • Fill in the fields.
  • Click on the Create button.

Edit a profile

  • Click on the  Edit profile icon.
  • Modify the fields.
  • Click on the Edit button.

Delete a profile

  • Click on the  Delete profile icon.
  • Click on the Delete button.

Clone a profile

  • Click on the  Clone profile icon.
  • Modify the fields.
  • Click on the Edit button.