User privileges can be administrated with the use of profiles that can be connected to a specific user. Profiles can be created for different purposes, for example a Back Office user and a Middle Office user.
A profile is created as a "user" in User identities of type Profile. Privileges are then entered for the profile (menu privileges, portfolio privileges, default values and mandatory fields). Defined profiles are then assigned to the specific users, where changes to a profile will affect privileges of all users assigned to the profile.
Here how to setup a new profile from the beginning:
- Create a new user with User type Profile
- Add the Profile to the user
- Add menu privileges to the Profile
Read more about User Identities here: User Identities
Read more about Menu Privileges here: Menu Privileges
Note!
It is also possible to add extra menu privileges to a specific user, choose User id in the Menu Privileges and add the extra Granted privileges.
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