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Manage site wide profiles

In this video for administrators, Tina looks at the default profiles available for assigning (administrator, advanced, basic and viewer) and shows you how to create a new profile to restrict sales rep access to certain functionality.
Manage site wide profiles
In this session, learn how to:
  • Effortlessly navigate and manage profiles within the administration function for streamlined user assignments
  • Leverage default profiles or create customized ones to suit organizational needs
  • Explore distinct profiles – Administrator, Advanced, Basic, and Viewer – each offering tailored permissions and access levels
  • Create a new profile with precision by selectively choosing dashboard, favorites, database, collaboration, and query permissions
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