Insites Docs Instance PermissionsPermissions Overview

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Permissions Overview

Last updated on October 10, 2026.

overview of permissions features

Insites lets you group your contacts using profiles.

A profile is a set of custom data fields for a type of contact, for example a Member or a Supplier. You create the profile under Permissions > Profiles, define its fields, and assign it to CRM contacts. Profiles hold data only; they do not grant access. Access to pages and endpoints is set with authorization policies.

Contacts assigned to a profile hold its fields, so you define the fields once on the profile and reuse them for many contacts.

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