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User Profiles

User Profiles Overview​

User profiles can be created within the system to “stamp” accounts at any point.

Instead of having to set each permission individually, an admin can set a profile or template for the account.

  • Profiles speed up the onboarding process and ensure that mistakes are not made with permissions.
  • The system will track if duplicate profiles are ever created.
caution

If permissions are ever added, changes in the user profile will be inherited by users with that profile.

Example​

Supposedly an admin manages a large group of users, and most of the users are divided into two user personas.

  • The first user persona may have all vault permissions, but only project creation permissions in the tab.
  • The second user persona may have all vault permissions, groups, and all team permissions and only one permission about projects in the tab.

Instead of the admin tediously granting specific roles and permissions to each of these already determined users, the admin can use the user profiles upon creation to establish predefined sets of permissions based on each user persona.

Create a User Profile​

Creating user profiles allow you to skip the manual work of changing multiple profiles to match certain criteria.

To create a user profile navigate to tab in the User Profiles section.

  • Click the Create new user role button in the top right.

  • In the prompt, type the name of the user profile in the top left.

  • Select whether or not the user with this profile can escrow their keys on the login.

  • Select one of the following roles:

    • User
    • Sub-administrator
    • Administrator
    • Super-administrator

  • Optionally, tick or Untick permission boxes in the right panel.

  • Click .

Create a User Profile
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To learn how to apply a user profile to an existing user, go to apply profile section.

Edit User Profile​

To edit a user profile navigate to tab in the User Profiles section.

  • Select the user profile you would like to edit.
  • Click the Edit button in the top right.
  • In the prompt, edit the name of the user profile in the top left.
  • Edit whether or not the user with this profile can escrow their keys on the login.
  • Select another role between User, Sub-administrator, Administrator or Super-administrator.
  • Optionally, tick or Untick permission boxes in the right panel.
  • Click .
  • In the prompt, tick the users who will be applying the changes.
  • Click .
Edit User Profile

Delete User Profile​

To delete a user profile navigate to tab in the User Profiles section.

  • Select the user profile you would like to delete.
  • Click the Delete button in the top right.
  • In the prompt, click .
Delete User Profile
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Deleting user profiles does not delete any users from the system.