When setting up profile management, start with roles and profile groups. Then create profiles and assign them roles and a profile group.

Learn how to:

• Create a profile group
• Create a role
• Create a profile
• Test a profile

Create a profile group

1. Go to Maintenance > Profile groups.
    
2. Click New profile group.
    
3. Enter profile group name.

If you want to show, edit or delete a profile group, use the search function.

Create a role

1. Go to Maintenance > Roles.
    
2. Click New role.
    
3. Enter role name.
    
4. Select which rights the role should have.

If you want to show, edit or delete a role, use the search function.

Create a profile

1. Go to Maintenance > Profiles.
    
2. Click New profile.
    
3. Select a profile group.
    
4. Enter profile name and password (see password requirements below).
    
5. Assign role(s) to the profile.

If you want to show, edit or delete a profile, use the search function.

Password requirements

• The password must be between 8 and 32 characters and contain at least one letter and one digit.
   
• Only a-z, A-Z and 0-9 are allowed.
   
• No alphabetical, numeric or keyboard sequences longer than three (3) characters are allowed. For example, ABCD2222, AAAA1234 and QWERTY22 are not valid passwords.
   
• Passwords are only visible when created. Once you click Finish, they get encrypted and can not be read as text.
   
• Use Generate a new password to create a secure and valid password.

Test a profile

1. Go to Maintenance > Profiles.
    
2. Search for the profile and click the use icon to the left of the profile. 

You are now logged in as that specific profile and should only have access to what has been set up for that profile. 

Important: Make sure to test the profiles before you hand them out to the users.