User Profiles

In the modern digital landscape, software development goes beyond functional applications to deliver personalised and secure user experiences. User profiles play a vital role in achieving this end. A User Profile is a collection of data and settings that define an individual user's preferences and unique characteristics within a software application.

Profiles enable storing information and creating authorisation policies based on them. There is no limit to the number of Profiles that can be created, and users can have multiple Profiles associated with their accounts. Developers can leverage Profiles to configure specific authorisation policies, ensuring that content and functionality are accessible only to the intended audience.

For instance, consider an application connecting customers with service providers like window cleaners, lawnmowers, and yard cleaners. An admin user can create Profiles such as 'Franchisee,' 'Service Provider,' and 'Client' and assign them to relevant contacts for seamless organisation and platform access.

These different Profiles grant varying access levels within the platform. Franchisees, for instance, may access data about a Service Provider that is not available to other Service Providers, such as pricing and total payout information. Additionally, Franchisees have additional authorisation to carry out actions, like adding or removing a Service Provider from the platform.

This document guides you through the following topics:

• Creating a User Profile
• Updating a User Profile
• Assigning a Contact to a User Profile
• Removing Contacts from a User Profile
• Deleting a User Profile

Creating a User Profile

Each User Profile can have multiple custom fields such as String, Integer, Float, and DateTime. To create a User Profile:

1. Navigate to Permissions on the main menu.
2. Select Profiles.
3. Click on the CREATE PROFILE button.
4. Fill out all the forms in the corresponding tabs. The tabs are:
   • Details
   • Fields
   The input description details for each tab are outlined in the next two sections of this article.
5. Select CREATE PROFILE.

Details

This tab contains one input field that has its details outlined in the table below:

Fields

Use this tab to add a field to a User Profile. Click ADD PROFILE FIELD and fill out the following input fields:

Select SAVE FIELD when you are done creating your field.

Updating a User Profile

To update a Profile:

1. Navigate to Permissions on the main menu.
2. Select Profiles.
3. Find the Profile that you want to update and click on its Edit row action link.
4. Make your changes.
5. Click SAVE.

Assigning a Contact to a User Profile

There are two ways of assigning a Contact to a Profile:

• Assigning a Contact to a Profile upon Contact creation.
• Assigning a Contact to a Profile when editing a Contact.

Assigning a Profile on Contact creation

To assign a Profile upon Contact creation:

1. Navigate to CRM on the main menu.
2. Select Contacts.
3. Press ADD CONTACT.
4. Fill out all the forms on all the tabs for adding a Contact.
5. Go to the 'Profiles' tab.
6. Click ASSIGN PROFILES.
7. Choose the Profiles that you want to assign to a Contact on the 'Assign Profiles' modal.
8. Press ASSIGN PROFILE when you are done assigning Profiles to the Contact.
9. Select ADD CONTACT to save your Contact.

Assigning a Profile when editing a Contact

To assign a Profile when editing a Contact:

1. Navigate to CRM on the main menu.
2. Select Contacts.
3. Find the Contact to whom you want to assign a Profile and click on its View row action link.
4. Navigate to the 'Profiles' tab.
5. Select ASSIGN PROFILES.
6. Choose the Profiles you want to assign to the Contact.
7. Select ASSIGN PROFILE.

Removing a Profile from a Contact

You may remove a Profile or Profiles from a Contact if one of your Profiles becomes outdated or you no longer use it. Note that there are two ways of removing Profiles from a Contact. We discuss each in their corresponding subsection:

• Removing a Profile from a Contact in the CRM.
• Removing a Profile from a Contact in Permissions.

Removing a Profile from a Contact in the CRM.

To remove a Profile from a Contact:

1. Navigate to CRM on the main menu.
2. Select Contacts.
3. Select the Contact from whom you want to remove a Profile and click on its View row action link.
4. Go to the Contact's 'Profiles' tab.
5. Select the Profile from which you want to remove the Contact and click on its Remove row action link.

Removing a Contact from a Profile in Permissions.

To remove a Contact from a Profile:

1. Navigate to Permissions on the main menu.
2. Select Profiles.
3. Select the Profile with the Contacts you want to remove and click on its Edit row action link.
4. Go to the Profile's 'Contacts' tab.
5. Find the Contact you want to remove from the Profile and click on its Remove row action link.
6. Finalise the removal of the Contact on the confirmation modal.

Deleting a User Profile

To delete a Profile:

1. Navigate to Permissions on the main menu.
2. Select Profiles.
3. Find the Profile you want to delete and click on its Delete row action link.
4. Confirm the deletion on the confirmation modal.