Profiles

Profiles allow you to create different 'bundles' of rights, assign them to different types of users and then centrally update them. The main advantage of these profiles is that you can centralise the management of all rights, so that you do not have to manage each user individually.

Managing profiles

Creating a rights profile

In the Admin module, access the 'Profiles' section and click 'Add new rights profile'. The rights profile should have a suitable name, e.g. "Standard user". Then, tick the relevant boxes:

• New user default: when this checkbox is ticked, this profile will be used as the default rights profile whenever a new user is created.

• On-the-fly default: relevant only for use in ClauseBuddy: please refer to the relevant part of the ClauseBuddy help page.

To finalise the rights profile, select the rights you want to apply to this profile, either by selecting them manually or by using one of the available templates. When you are ready, click 'save'.

Editing an existing rights profile

An existing rights profile can be edited simply by clicking on it, making the necessary changes and saving when ready.

Deleting a rights profile

A rights profile can be deleted simply by clicking the trash can button next to the relevant profile.

Using profiles

Profiles can be used when assigning rights to a user (i.e. when creating a new user or editing an existing user's rights). More than one profile can be assigned to a given user (even with overlapping rights). A typical setup is for example to have the following in a law firm:

• a "base" profile in which a minimum number of rights are activated

• a profile for curators, in which a few additional rights are assigned

• a profile for template authors, with (nearly) all rights enabled

It will sometimes happen that you want to assign just a few extra rights to one particular user, perhaps even for just a limited amount of time.

The best practice is to create a special profile in such case and then assign it to that user. In that profile, you enable only these few extra rights that are required, and leave everything blank.

It also remains possible to assign no profile to a particular user, even when all other users within the customer have profiles assigned to them. In such case, you can assign individual rights to that user however you like.