Associating users to a profile

Applies to: All deployment types

You can associate users to one or more profiles. Users that have no associated profiles use the fallback profile, if one exists.

For more information, see Setting default and fallback profiles.

When you associate a profile with a user, the object types in that profile are available to that user. Additionally, you can select the fields within each object type that users of this profile can view.

The profile that you associate with a user is not the current profile unless no current profile is selected.

Table 1. Associating users to a profile
If you select a... Then this occurs...
user who has no profile the currently selected profile is assigned to that user.
user who already has a profile assigned the current profile stays the same, and the new profile is added to their list of allowed profiles.

About this task

The following steps explain how to associate users to a profile on a profile page. You can also associate profiles from the user account. For more information, see Modifying user accounts and Associating profiles to a user.

Procedure

  1. Click Open Administration menu Administration menu > Solution Configuration > Profiles.
  2. Click the name of a profile.
  3. Go to the Users section.
  4. Click Add.
  5. Search for the user or group that you want to add.
    If you specify a group, all users in the group have that profile added to their Allowed User Profiles list. The profile is stored with the user, not the group. If a user is disassociated from a group, the profile is not disassociated from the user. If a user is later added to the group, they are not assigned the profile that was earlier assigned to the users of the group.

    To associate a group to a profile directly, see Associating groups to a profile.

  6. Select it.
  7. Click Done.
  8. Repeat the steps for the next user.