ActiveNet controls access security using profiles. Profiles are system access rights and characteristics that you can apply to selected users. When you assign a profile to a user, they inherit the capabilities and restrictions of that profile. You can use profiles to define user groups that have specific rights in the system.
Go to Administration > System Settings > System User Profiles.
Choose one of the following:
To create a new system user profile, click Add New.
To modify an existing system user profile, click the Name of the profile that you want to modify.
To copy an existing system user profile, click copy for the profile that you want to copy.
In the General section, enter the Name and Description of the system user profile.
To assign a commission scheme to the system users linked to this profile, select the commission scheme from the Commission Scheme list, if applicable.
To specify that only system admin users can assign other users or themselves to this profile, select Assigned by System Admin Only?
In the Options section, choose one of the following for each function listed:
Note: For complete descriptions of the security options listed in this section, click here.
To give users in this profile full access to the function, click the >> (right arrow) button to move it to the Full Access list.
To give users in this profile read-only access to the function (users will be able to view the current state of the function but will not be allowed to make any modifications), click the << (left arrow) button to move it to the Read Only list.
To prohibit users from viewing or accessing the function, click the << (left arrow) or >> (right arrow) button to move it to the Available list.
In the Reports section, choose one of the following for each function listed:
To give users in this profile access to the report, click the >> (right arrow) button to move it to the Authorized Reports list.
To prohibit users from accessing the report, click the << (left arrow) button to move it to the Available Reports list.
In the ACTIVE Net Answers Access section, select a select a required contact role. For the definition of each role, refer to ACTIVE Net Answers Access.
Staff users whose profiles have the Contact Role configured to Super User or Submit can submit a feature request directly to the ACTIVENet team by clicking AUI Menu > Active Support > Submit a Feature Request.
In the ACTIVE Net Insights - Folders section, select the required folders in the Available Folders list.
To allow users in this profile to access the required folder, click the >> (right arrow) button to move it to the Authorized Folders list.
To prohibit users from accessing the required folder, click the << (left arrow) button to move it to the Available Folders list.
Click Save.
Complete list of system user profile options
Adding or modifying a system user
Adding or modifying a commission scheme