Updating your Company Profile/Assigning Security Profiles

Security Profiles can be updated at any time to limit access to modules. After you have created a security profile that limits access to specific modules, you may wish to edit each user and reassign them to the new security profile.

To Assign a Security Profile to a specific user, click the user name and select the Security Profile.

To do this, select from the sidebar on the left side of the Home Page. This will bring you to which allows you to manage users .

• Click the user name to edit that user.

• At the bottom of this screen use the Lookup button to select an appropriate Security Profile for this user, such as “Limited Access”.

• Click Save & Close.

• Repeat for each user you wish to assign to the new profile.