Premier | Setting Up User Profiles & Permissions

Premier | Setting Up User Profiles & Permissions

🔍 Summary
User Profiles are created and managed by system administrators to define roles and responsibilities for specific user groups. A profile is a collection of permissions assigned to users, enabling them to perform their daily tasks.

❓ Likely Scenario
  1. You cannot create or edit a User Profile
  2. Profile permissions are not saving correctly
  3. Certain functions remain inaccessible even after allocation
🛠️ Process Overview
To manage User Profiles, administrators or managers can create new profiles, assign permissions, and allocate functions to user groups. This process ensures that users have the correct access to perform their roles effectively.

✅ Step-by-Step Instructions
Create a New Profile
  1. Navigate to User Profiles in Administrator or Manager
  2. Click the Green Plus button
  3. Enter the desired Profile Name
  4. Click the Green Tick to save
Allocate Items to a Profile
  1. Select the required profile in the User Profile list
  2. Locate the functions (icons) under Reception, Configuration, Manager, or Administrator tabs
  3. To activate a function, click the icon → it will illuminate when active
  4. To deactivate a function, click the illuminated icon → it will dim when inactive
  5. For additional features, click the three dots next to the icon
  6. Use the navigation arrows to move items from left to right to activate features
🧠 Important Note

Only users with Administrator or Manager access can create and manage User Profiles. Always verify changes to ensure the correct permissions are applied.

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