User's Profiles

On the User's Profiles page, you can assign a Profile to specific users, restrict where they can create objects or view data based on.

Profiles can be assigned to users who have already attempted to log in to the applications, or the user and profile can be added at once.

Users without profiles will not be able to see any data when they log into the applications.

Note: Profiles are only applied if the user's role does not have the "data-full-access" permission configured. Contact Nakisa Support to verify your role permission configuration.

Additionally, if Module Management has Nakisa Accounts Payable Automation enabled, you can assign a Vendor Profile that restrict a user's access to certain vendors in Nakisa Accounts Payable Automation.

To assign profiles to users who have already logged in:

  1. Click Main Menu > Security > Users.
  2. Click > Assign User Profile.
  3. Search for a Username and select the required Profile Name. Note that if you cannot find the username, the user has not logged in yet. In that case, use the option to add a new User Profile.
  4. If applicable, select a Vendor Security Profile Name.
  5. Click Save.

To add a new user and assign a profile simultaneously:

  1. Click > Create User Profile.
  2. Enter the user's email in the Username field, and select the required Profile Name.
  3. If applicable, select a Vendor Security Profile Name.
  4. Optionally, enter their First Name and Last Name.
  5. Click Save.

See also:  

Financial Organization Structure 2026.R1 © 2026

 

 

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