Understanding and Managing Permissions in the Platform
Introduction
A Profile defines what a user can or cannot do on the platform. While your Role decides where you sit in the org chart, your Profile controls your access to features, records or actions, like who can view reports, edit transactions or delete portfolios.
If a Role is your job title, think of a Profile as your access badge.
Whenever a profile is assigned to a role, all users with that role inherit the same set of permissions, ensuring consistent and secure access control across the platform.
Permissions Requirement
Permission ID | Who can Initiate? | Permission |
|---|---|---|
Profiles | Users with Admin rights | View, Modify, Create or Delete the profiles and user access. |
How to View and Manage Profiles
Go to User Settings > People Management.
Find the Profiles tab.
View Grouped Profiles - The platform displays a list of profiles grouped by two main roles:
Client Profiles
Manager Profiles
And/Or,
Search Profiles by Name - A search bar is available to quickly locate profiles by name within the list.
How to Create a Profile
Click the "Add Profile +" icon to either create Client/Manager Profiles.
For Client Profile
For Manager Profile
A window pops up. Fill in the Profile Name(*) and select Type(*): Client/Manager fields.
Assigning Permissions
In the Permission Center, permissions are grouped by platform modules and objects.
Permissions may be inherited from parent objects or components. Look at the legend to understand where your changes apply.
For each module or object type, define what actions this profile can perform:
Permission | Description |
|---|---|
View | Grants access to view the records for which the user is responsible. |
Modify | Allows users to edit the records they are responsible for. |
Skip CR | Enables users to force modify. |
Create | Grants permission to create new records within the platform. |
Delete | Grants permission to delete or deactivate records for which the user is responsible. |
You can also use the search bar in the Permission Center to quickly find a specific object or module.
Once done, click Create.
Your new profile tile will now appear on the Profiles tab (e.g., Lead Client).
What are the Managers and Clients tabs in a Profile?
The Managers and Clients tabs display the list of users assigned to the specific profile.
Managers Tab: Shows internal users linked to this profile.
Clients Tab: Shows client-facing users who are associated with this profile.
These tabs help you quickly identify which users are part of the profile, based on the permissions and access defined within it.
How to Duplicate a Profile
You can create a new profile by duplicating an existing one, this saves time if most permissions are the same.
Steps:
Initiate Duplication
Select the profile you want to duplicate.
Click on the Duplicate action.
View and Edit Duplicated Settings
A new dialog opens, pre-filled with all settings from the original profile, except the name.
You can edit any settings or keep them unchanged.
Save New Profile
Now, provide a new name for the profile.
Click Save to create the new profile.
Users associated with the original profile are not copied to the new one, only the settings are duplicated.
How to Delete a Profile
Before deleting a profile, make sure no users are assigned to it.
Steps:
Initiate Deletion
Select the profile you want to delete.
Click on the Delete action.
Platform Validation
The platform checks if any active users are assigned to the selected profile.
Proceed or Prevent Deletion
If no users are assigned:
A confirmation popup appears, alerting that the profile will be permanently deleted.
If users are assigned:
Deletion is blocked.
The user is alerted to migrate the active users to another profile before proceeding.
Deletion is permanent, so double-check before confirming.