Course Details

Duration: 31:44

Audience: Administrators

Overview of Course: This course is designed to teach Admins how to set up and manage the Profiles that to which their users will be assigned. Profiles allow you to control the User Interface and the access permissions to data and objects for each user based on their assigned profile(s).

Topics Include:

• (0:07) Introduction to Profiles
• (2:19) What Profiles Control
• (5:45) Relationship Between Profiles and Views
• (6:23) Setting Up Profiles
• (8:13) Select Modules Available on Navigation Bar
• (9:55) Select Available Actions
• (13:08) Configure Property Card
• (18:09) Configure “Add New” Form
• (19:45) Secure Data with Profiles
• (23:30) Configure Additional Ribbon Options
• (25:16) Configure Additional Profile Properties
• (27:02) Assign Users to Profiles

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Related Videos:

• Profiles Tutorial

Additional Reference Materials: