Creating or editing a user profile

If you are an Administrator, you can create, edit, or delete user profiles. You can define the permissions and responsibilities that apply to various roles and then assign a profile to a user to associate that individual with a particular role. The profile determines which features the user can access, and what they are allowed to do with that feature.

Allocating the access rights for a specific profile makes it easy to control what each user is allowed to do. For example, you might create a profile that would allow a user to create beneficiaries and add payments, but not to approve payments. In that case, another user who has a profile that gives them approval permission would have to review and approve the payments made by the first user.

Creating a user profile

To create a user profile

  1. In the toolbar, under Admin, click User Profiles.
  2. On the User Profile page, click Create User Profile.
  3. In the Profile Name field, enter a name for the profile. The name can be up to 50 characters long.
    We recommend that you choose a name that describes the purpose of the profile.
  4. Click the Yes or No buttons in each section to assign permissions to the profile.
  5. Click Save.

User Count

  • The User Count column shows users directly assigned to the selected client and profile.
  • The Indirect User Count column shows users assigned to the selected client and profile through unrelated account access and selective affiliate access.

Editing a user profile

To edit a user profile

  1. In the toolbar, under Admin, click User Profiles.
  2. Beside the profile that you want to edit, click the Edit iconedit icon.
    Or choose Edit from the dropdown list.

    Dropdown list showing the Edit option
  3. Click the Yes or No buttons as applicable, to change the permissions for that profile.
  4. Click Save.

Note:

  • Updating the Profile Name may impact your role-based payment approval workflow. Please contact your account representative to update your payment workflow.

Assigning a profile to a user

To assign a profile to an existing user

  1. In the toolbar, under Admin, click User Administration.
  2. Locate the user to which you want to assign a profile.
    You can scroll down the list of users, or you can enter all or part of their name or username in the search fields, and then click Search.
  3. Beside the user whose profile you want to change, click the Edit iconedit icon.
    Or choose Edit from the dropdown list beside the user's name.

    Edit dropdown menu located to the left of the beneficiary's name

Deleting a User Profile

You can delete a profile only when both User Count and Indirect User Count are 0.