Instance
Instance permissions
Last updated 7 November 2026
What it is for
Permissions is where you define profiles. A profile is a set of custom data fields for one type of contact, for example a Member or a Supplier. You create the profile, define its fields once, and assign it to CRM contacts, so every contact with that profile holds those fields.
Open Permissions in the main menu, then Profiles.
What profiles do and do not do
Profiles hold data only; they do not grant access on their own. Access to pages and API endpoints is set with authorization policies, under API > Authorization Policies. A policy can check a contact's profile, so profiles and policies work together: the profile says what kind of person someone is, and the policy decides what that kind of person may open.
What you can do
- Create profiles and define their fields
- Edit and remove profiles
- Assign profiles to CRM contacts