Profiles

Overview

The Profiles section allows administrators to create and manage different permission sets for users within uCRM. Each profile can be assigned to multiple users, making it easy to manage access control across the organization.

Permission Categories

Tools Section Permissions

• Import database
• Contacts manager
• Merge
• Speeches
• Filters

Configurations Section Permissions

• Forms builder
• Identifier configuration
• Profiles
• Tokens

Contacts Section Permissions

• Add contacts
• Update contacts
• Delete contacts
• Change owner

Profile Management

Creating a Profile

1. Access the Profiles section
2. Click on "New Profile"
3. Configure permissions
4. Assign users
5. Save the profile

User Assignment

• Profiles can be assigned to multiple users
• Users can be added or removed from profiles as needed
• Changes to profile permissions affect all assigned users
• User assignments can be managed through the "Users" tab

Best Practices

1. Permission Planning

   • Create profiles based on job roles
   • Follow the principle of least privilege
   • Regularly review and update permissions

2. User Management

   • Keep user assignments up to date
   • Document profile configurations
   • Regularly audit user access

3. Security Considerations

   • Limit administrative access
   • Review profile changes periodically
   • Maintain clear permission hierarchies