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Create, edit or delete administrative profile

The administrative profile determines users' access permissions to the platform at administration level. In other words, it defines the level of permissions.

During the process of creating a user, the administrative profile is linked to them, thus determining their access permissions.

Instructions

To register an administrative profile, follow the steps below:

  1. Click on Administration in the main menu

  2. Click on the Admin Profile submenu

  3. Click on the To Register button icon located in the upper right corner

  4. Fill in the required fields, as instructed below:

Profile (mandatory)

Enter the profile name.

Menus (mandatory)

Select the side menus that this administrator profile will have access to.

Reports

Select the desired reports, if you want to specify which ones the administrator profile will have access to. If this administrative profile needs access to all of them, leave the field blank.

Level (mandatory)

Select the Administrator option so that this profile can register, edit or delete information within the chosen menus, or the User option so that this profile can only view the information and is not allowed to register, edit or delete.

  1. Click Save to register the profile


To further refine the administrator user's level of access, it is possible to specify which submenus of the menus they will have access to. To do this, follow the steps below:

  1. Click on Administration in the main menu

  2. Click on the Admin Profile submenu

  3. Locate the administrative profile in the list that you want to define and/or change the submenus for

  4. Click on the Select option

  5. Click on the Change the Sub Menus option

  6. Locate in the list the menu you want to change the submenus

  7. Click on the Select option

  8. Click on the Change the Sub Menu option

  9. Select in the Sub Menus field the submenus of the menu that you want the administrator profile to have access to

If you want it to have access to all of them, leave the field blank.

  1. Click Save


To edit the registration or delete an administrative profile, locate it in the Admin Profile listing, click on the Select option, click on the To Change option and on the screen that opens:

  • To edit, change the desired fields and click Save.

  • To delete, click on the 🗑 icon located in the upper right corner.

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