user_profile
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| + | ===== User Profile Code===== | ||
| + | The User Profile Code is used when making a user, it specifies what access the user will have to the Call2Field software, in particular the modules they can access and their permission within those modules. | ||
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| + | To view the user profile code list, head to the settings tab and navigate to the " | ||
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| + | {{ : | ||
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| + | The User Profile is assigned to the [[user|]] and specifies which modules they can access within Call2Field e.g. [[customer module|]], [[Call| Call module]]. The User Profile code can even specify if the user has the permissions to read, write, add, modify and even delete records in each module. | ||
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| + | If you wish to add a new user profile to this list, click the "Add New profile" | ||
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| + | once you have filled in the " | ||
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| + | {{ :: | ||
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| + | ^Profile Tickbox^Description^ | ||
| + | |Module|Can the user access this module| | ||
| + | |Read|Read access to the data within this module| | ||
| + | |Add|Ability to create new records within this module| | ||
| + | |Modify|Ability to edit existing records within this module| | ||
| + | |Delete|Ability to delete records within this module| | ||
| + | |||
| + | ---- | ||
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| + | You can edit a user profiles permissions at any time, by clicking on the pencil icon for a user profile in the codes settings. | ||
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| + | {{ : | ||
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| + | To Update their user profile, simply select the desired user profile from the drop down list and click update. | ||
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| + | ---- | ||
| + | ==== Appearances ==== | ||
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| + | * The User Profile code appears on within the [[user|]] codes setting when viewing a user | ||
user_profile.1701340479.txt.gz · Last modified: (external edit)
