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User Profiles

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User Profile Configuration

Each "Profile" corresponds to the definition of what a member of this generic profile can do.  There is no universal set definition of what permissions an "Accountant" should have, these are conditions that vary from company to company.  When deciding how to configure your permissions per profile, first you must determine what profiles will be needed.  This is the list of User Profiles that come standard with ]project-open[.  As a process you will need to:

 

  1. Decide what profiles are necessary in your company.
  2. If one of the resulting profiles is not part of the standard ]project-open[ profile set, then add it using the "Add User" option at the page User Profiles Admin.
  3. Review all the available User Profile Permissions and decide whether each one should apply or not to each profile in your list.  Read the description of the permissions and keep in mind that your are merely setting the definition for what a profile is capable of doing.  More complex concerns about permissions between User Profiles will be dealt with later with vertical permission settings.
  4. Users can belong to more than one profile.  Their resulting permissions will be the aggregate or union of their profiles.
  5. After composing a comprehensive list of all the profiles, along with their corresponding permissions, go to User Profiles Admin page and set them.

 

After concluding these steps you will need [to proceed to set the permissions vertically] among profiles.

 

References

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