A user is an individual with log-in permissions on ProfitSuite. A user has no inherent permissions without being part of a role. Creating a User
- Click on the Admin tab at the top of the interface.
- Click on Users in the left side navigation.
- Click on New User on the right side of the Users page.
- Enter the User information.
- Click Save.
Assigning Users to Roles
- Click on the User name from the Users List.
- Assign a Primary Role by selecting the Role from the Primary Role pulldown. A primary role specifies what role has permission to content created by this user.
- Click on the green boxes to assign roles to this user.
- Click Save.
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NOTE: Always make sure the Primary Role is a Role that is checked under Additional Roles. |