Adding, modifying, or copying a system user profile

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.

 

    1. Go to Administration > System Settings > System User Profiles.

    2. Choose one of the following:

    3. In the General section, enter the Name and Description of the system user profile.

    4. To assign a commission scheme to the system users linked to this profile, select the commission scheme from the Commission Scheme list, if applicable.

    5. To specify that only system admin users can assign other users or themselves to this profile, select Assigned by System Admin Only?

    6. In the Options section, choose one of the following for each function listed:

    7. Note: For complete descriptions of the security options listed in this section, click here.

    8. In the Reports section, choose one of the following for each function listed:

    9. 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.

    1. In the ACTIVE Net Insights - Folders section, select the required folders in the Available Folders list.

    2. Click Save.

 

Complete list of system user profile options

Related topics

Adding or modifying a system user

Adding or modifying a commission scheme

 

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