How to manage User Profiles
⏪ User Guide >> 7. Configuration >> 7.5 How to manage User Profiles
In order to configure the User Profile feature and create a new profile, the user must go first to the Configuration area by clicking on the last option of the menu.
The contextual menu shows the Profiles option, which shows the view that enables the user profiles configuration.
Inside this view, the user must click on the New Profile button, and the system will guide the user through the necessary steps in order to create a new user profile.
In order to fill general information, the user must write the name of the profile (mandatory) and he/she can write a description. Then it is necessary to specify profile permissions, which consisting of different parts.
Quality Level - This field has three options, each one specify which levels of the Quality Model will be shown on dashboard. Depending of this, it will be filtered the visible views on main menu.
Allowed Projects - This field shows which projects the user of this profile will be able to see from all available projects in the system. In order to select the projects, the user must click on the button with edit icon. Then it will open a Select Projects modal, where it is necessary to choose the projects for a new profile by selecting them from the Available Projects column and placing them in the Allowed Projects column.
Allowed Strategic Indicators - This field shows by projects which strategic indicators the user of this profile will be able to see. In order to select the strategic indicators, first the user must select one project from Allowed Projects column, then she/he must click on the corresponding button with edit icon. In the same way as in the previous option it will be open the Select Strategic Indicators modal, where the user have to specify allowed strategic indicators (by default all strategic indicators are allowed).
Finally the user must click on the Save Profile button in order to save the new user profile in the system.
In order to modify a profile, the user should select the profile from list (on the left), and use the Save Profile button (at the bottom) to persist the changes.
In order to delete a concrete profile, the user should select the profile from the list (on the left), and use the Delete button (at the bottom). After that you have to confirm your action, if you accept so this profile will be deleted from data base and you won't be able to use it on dashboard.