Associating users and groups to a profile

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

For more information, see Setting a default or fallback profile.

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.

When you associate a profile to a group, all users in the group have that profile added to their Allowed 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. Note that if a user is later added to the group, they will not be assigned the profile that was earlier assigned to the users of the group.

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

Table 1. Associating users and groups 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.
group all the members of that group are selected and each member is individually assigned the selected profile and listed on the Users section (Task Focused UI) or Associated Users tab (Standard UI).

About this task

The following steps explain how to associate users or groups 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 Settings menu > Solution Configuration > Profiles.

    Or, in the Standard UI, click Administration > Profiles.

  2. Click the name of a profile.
  3. In the Task Focused UI:
    1. Go to the Users section.
    2. Click Add.
    3. Search for the user or group that you want to add.
    4. Select it.
    5. Click Done.
    6. Repeat the steps for the next user or group.
  4. In the Standard UI:
    1. On the Associated Users table, click Associate.
    2. In the Associate users/groups with profile box, select the users or user groups you want to associate with the profile. You can view individual users within a group by clicking the + box.
    3. Click Associate.
    This video for the Standard UI demonstrates how to configure multiple profiles for users, and how users can easily switch from one profile to another (Standard UI):