Profiles

Profiles are designed to assign custom permissions to users, allowing them to access only specific uContact modules with designated permissions, such as viewing, modifying, deleting, and more.

How to create a profile?

Follow these step-by-step instructions to create a profile. Let’s get started!

1. First, go to the Admin Menu, access the Users module, and then click on Profiles.

2. Once there, click the New button located in the upper-right corner. Assign a unique name to identify the profile and select an icon.

3. In the Permissions tab, select the modules the user will have access to, along with the actions they will be able to perform.

4. Once you select one or more modules, a new tab will open for each one.

The content of each tab will vary depending on the selected module. For example, in the Users module, a list of all system users will be displayed, allowing you to select which users the profile will have access to.

What are the permissions?

Each specific module includes different permissions that can be enabled for the profile.

Basic Permissions

There are basic permissions that most modules have. Below is a description of each:

• Create: Allows the profile to create elements in the selected modules. For example, creating a Wallboard or a Connector.
• Update: Allows the profile to update elements in the selected modules. For example, modifying a User or a Campaign.
• Delete: Allows the profile to delete elements in the selected modules. For example, deleting Profiles or Forms.

Specific Permissions

In addition to the basic permissions, some permissions are specific to certain modules.

• Import: This permission applies to the Users module and allows the profile to import users.
• Export: This permission applies to the Users module and allows the profile to export a list of users.
• Events: No description.
• Lists: This permission applies to the Outbound Hubs module and allows the profile to perform actions on lists, such as activating/deactivating, moving lists, downloading, and more.
• Flow: No description.
• Code: This permission applies to the Wallboards and Forms modules and allows the profile to access the code of Wallboards and Forms.

Let's see an example

In this case, we will create a profile called Sales Supervisors, with the following specifications:

• Modules: Campaigns, Users, IVRs, Outbound Hubs, and Wallboards.
• Permissions: The profile should have the following permissions:
  • Create and modify campaigns and users.
  • Export users.
  • In campaigns, only permissions for Dispositions.
  • Access to the Outbound Hubs lists.
  • Modify Wallboards.
  • Create and modify IVRs.
  • Access to all Users.
  • Cler and ML Campaigns.

Step-by-step creation

1. Inside the Profiles module, click the Create button.
2. A pop-up will appear where you need to assign a name, in this case, Sales Supervisors, and then choose an icon.

3. Now, assign the module permissions based on the specifications. The profile should look like this:

4. Additionally, the Users and Campaigns configuration should look like this:

And that’s it! Simply click Save, and the profile will be successfully created. Now, you need to assign it to a user.