Creating a Profile
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Build profiles from the user menu (your name, bottom-left) → Settings → Profiles.
Click Create Profile.
On the Details tab, set:
Name — for example "CSR Senior".
Role Type — Admin, CSR, Partner, or Customer.
Description — what the profile is for (shown in the profiles list).
On the Permissions tab, configure access:
Toggle each navigation group on or off to control sidebar visibility.
For each resource, set the access level (View or Edit).
For record-based resources, set the record access scope (All records / Created by them / Created or assigned to them).
Click Create Profile.
Assign the profile to users when you create or edit them (see Creating a New User). A user's profile can be changed at any time from Settings → Users.
See Permission Levels & Record Access for what each control does.
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