Profile

On the Profile page, you must configure different profiles that grant user access to data based on the defined Lease Areas, Business Units, Companies, and Lease Departments. Profiles are then assigned to users in the User table. Users will only be able to create and view submissions under the objects defined in their Profile.

Note: Additional project group fields can be configured for use in profiles. For more information refer to Settings

Note that if a user is assigned a profile that defines specific objects (instead of all objects at that hierarchy), the user can no longer view submissions if that object is not set. For example, if a profile only grants users access to a specific Lease Department, users can no longer view submissions with no Lease Department defined.

To configure profiles:

1. Click Application Menu > Administration > Profile.
2. To create a profile, click . A Create Profile pop-up appears.
   1. Enter a unique Display ID.
   2. Enter the profile Name.
   3. Set the Lease Area, Business Unit, Company, and Lease Department. For each field, you can select either "All" or "List". If "All" is selected, all objects within that field will be selected. If "List" is selected, users are required to select objects from the associated list. "All" is selected by default.
3. Edit an existing profile by clicking Context Menu > Edit for the required row.
4. To delete a profile, click Context Menu > Delete. Note that you cannot delete a profile if it is currently assigned to a user

See also:  

• Configuration Table Options

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