Adding Security Profiles to a System User

Mohammed Jamal Updated by Mohammed Jamal

To ensure optimal security, you can configure the System User access. This involves assigning individually selected Security Profiles or via pre-defined Personas - see the Assigning System User Personas article for more information on how to do this. Security Profiles grant specific permissions to different areas and record types within the system. By tailoring these permissions, you can precisely control user access.

To add a User Security Profile to a System User:

  1. Open the relevant System User record.
  2. Select the Security Profiles tab or go via Menu > Related Items > Security Profiles from the toolbar. The 'User Security Profiles' page is displayed:
  1. Select the Add Multiple button on the toolbar. The 'Security Profiles' dialog is displayed:
  1. Select the required Security Profiles using the checkboxes (examples are shown above).
  2. Select the Add Records button.
If you do not select the Add Records button, the records you have selected using the checkbox will not be added to your selection pool.
  1. Select the OK button to finish.

The page will refresh, and the Security Profiles will appear against the System User.

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Assigning System User Personas

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