Creating a Profile

Build profiles from the user menu (your name, bottom-left) → Settings → Profiles.

1. Click Create Profile.

2. 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).

3. 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).

4. 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.