Home  >   FAQs   >  How do I associate a profile with a user?

How do I associate a profile with a user?

Table of Contents
You cannot associate a profile to a user directly. You must link a profile to a role and then assign the role to users.
Follow these steps to link a profile to a role:
  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Look for the User Management section.
  4. Select Roles.
  5. Click on a role to edit it.
  6. Select Assign privileges from existing profiles under Privileges.
  7. Select the profiles under Assign Profiles.
  8. Click Save.
  Follow these steps to assign a role to a user:
  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Look for the User Management section.
  4. Select Users.
  5. Open a user record to set the role.
  6. Click the Edit icon on the top right side.
  7. Look for the Roles field.
  8. Select a role.
  9. Click Save.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2022 Vtiger. All rights reserved.