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When Managing Users
- Click Settings > Users > All Users
- Under the Actions column, select Permissions
When Viewing Security Profiles
- Click Settings > Users > Security Profiles
- Click the Users button next to the Security Profile
- Alternatively, in the Details box there will be a list of each User in each Security Profile. Under the Action column, click Remove to remove the User from the Security Profile.
When Managing Teams
- Click Settings > Administration Users > Teams
- Under the Actions column, select either Assign Permissions or Unassign Permissions
- This documentation will guide you on creating and managing Teams. Teams are used to group together Users for the purpose of permissions and lead distribution.
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To edit a Security Profile do the following:
- Go to Settings > Users > Security Profiles and click Edit next to a Security Profile.
- All changes to permissions will be applied. Note, the User may need to logout and log back in to see the new permissions.
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To create a new Security Profile do the following:
- Click Settings > SecurityUsers > All Users
- Click the Create New Security Profile button
- Give the Security Profile a name and select permissions
- Once you're created your Security Profile, use the instructions above to add Users/Teams to the Security Profile
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To delete a Security Profile do the following:
- Click Settings > Users > Security Profiles
- Click the Delete button next to the Security Profile
- Note: Default Security Profiles created by the system cannot be removed. If there is no Delete button then the Security Profile was automatically created by the system.
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To clone a Security Profile do the following:
- Click Settings > Users > Security Profiles
- Click the Clone button next to the Security Profile
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