Managing permissions in Profile Manager

To control your users' access to Profile Manager's features and functions, you need to assign them permissions. A group of users working on a particular project may need to share certain permissions, but not others. To make this easier, Profile Manager allows you to create security groups. Every user account is assigned to a single security group. Users assigned to the same security group share a common set of permissions. By configuring these permissions, you can limit the resources available to a group and control which customer accounts a group can access.

When you create a new customer account in Profile Manager, in Admin > Manage permissions, Profile Manager creates three groups whose names are composed of your customer name followed by one of the names from the following list — for example, one of your groups might be named ExampleInc Administrators.

  • Administrators - have access to all available Profile Manager features, including the ability to manage users and group security
  • Users - have the ability to see people's details and manage segments
  • API users - have access to API functions, and are generally used for API authentication

Creating a new security group

Sometimes you may want to configure certain users' permissions and access to customer accounts differently to what is created by default in Profile Manager. To do so, you can create a new security group. For example, you could create a Managers security group and give members the ability to view people and run reports, but not allow them to create segments.

Security Group Details page

To add a new security group, complete the following steps:

  1. Sign in to the Profile Manager interface, and then click the Admin tab.
  2. Go to Manage permissions > Add new security group. Profile Manager displays the Security Group Details page.
  3. In the Name and Description fields, enter a name for the security group that you want to create, and a brief explanation of its intended function.
  4. In the Linked Security Resources list, click an item that you want to make available to this security group as a link. For example, clicking Manage Permissions Link displays a link that members of this security group can click to manage the permissions of all security groups. Clicking Admin tab displays a link that allows users in this security group to access the Admin tab and its functions.
  5. Click Add to add this item to the list of linked security resources for this security group. Profile Manager displays the name of the item in a table.
  6. Depending on your needs, repeat steps 4 and 5 to add more linked security resources to this security group.
  7. In the Linked Customers list, click the name of a customer whose account you currently have permissions to access, and whose name you want to make available to this security group as a link. Making this customer available as a link means that the members of this security group can access this customer's account. Click Add to add this item to the table of linked customers for this security group.
  8. Depending on your needs, repeat step 7 to add more customer links to this security group.
  9. Click Save to create the new security group.

Managing security groups

To list and manage security groups, complete the following steps:

  1. Sign in to the Profile Manager interface, and then click the Admin tab.
  2. Cick the Manage permissions link.

Profile Manager displays a list of security groups.

Security group list

To edit a security group, click its name and modify its values as required.

To delete a security group, find the security group that you want to remove, and then click its Delete link.

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