Administration

Create a User Role Profile

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A user role profile is a template that contains permissions and settings. You can assign multiple user roles to a profile, allowing them to share the same settings while having different usernames.

What a role profile is

Use a profile when several roles should behave identically — configure the profile once and attach the roles to it, rather than repeating the setup for each.

Create a user role profile

  1. Open User Role Profiles

    On the blue ribbon, select Administration then User Role Profiles.

    Administration → User Role Profiles
    Administration → User Role Profiles
  2. New profile

    In the top-right corner, click the three dots and select New Profile.

    Choose New Profile
    Choose New Profile
  3. Name it and set permissions

    Enter a title for the user role profile. Tick the checkbox if you want the profile to have full permissions.

    Name the profile and set full permissions if required
    Name the profile and set full permissions if required
  4. Submit

    Once done, click Submit.

Duplicating or copying settings

To duplicate the profile, go to the Properties tab, click the three dots and select Create Duplicate. To copy settings from another role, select Copy Settings from Another User Role.

Duplicate the profile from Properties
Duplicate the profile from Properties
Copy settings from another user role
Copy settings from another user role

Common questions

What is a user role profile?
A template that contains permissions and settings. Multiple user roles can be assigned to one profile so they share the same settings while keeping different usernames.
How do I create a role profile?
On the blue ribbon go to Administration → User Role Profiles, click the three dots and select New Profile, enter a title, tick full permissions if needed, and Submit.
When should I use a profile instead of a role?
Use a profile when several roles should behave identically — configure it once and attach the roles, rather than repeating the setup for each role.
Can I duplicate a role profile?
Yes — from the Properties tab click the three dots and select Create Duplicate, or use Copy Settings from Another User Role.
How is a profile different from a role?
A role is assigned to individual users; a profile is a shared template of settings that multiple roles can inherit.

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