User Profiles:
Skara comes pre-figured with two Profiles- Admin
- Standard
Admin Profile (Noneditable):
- Admins have complete control across the platform.
- These users have full control and visibility over the system, except for private emails.
- Skara allows having multiple admins in the system.
- The primary registered user who signs up with Skara is an admin user by default.
- Admins can further delegate administrative privileges to other users
Standard Profile:
- This profile is a starting point for regular users. It includes:
- Users can be assigned either Standard Rights or custom rights created beyond the default options.
- Standard Rights are assigned by default when a user is added.
- These rights can be modified later based on user needs and responsibilities.
- Standard Rights function as editable profiles.
How to add a Profile:
To add a new profile,- Navigate to your Profile Icon in the top right corner.
- Go to Setup
- Click on Users & Security.
- Head over to Profile Permissions
- Click on Add New Profile in the top right corner.
- Add Profile Name, Clone Profile, and Profile Description.
- Click on the Add button.
Understanding Permission Levels
In the Edit Profile screen, you can define the exact actions users can perform across modules like Contacts, Deals, Pipelines, Tickets, etc.- View Permissions: Controls what records a user can see within a module.
- None: Users cannot view any records.
- Own only: Users can only see records they own.
- Own & hierarchy: Users can view records they own plus those owned by their subordinates.
- Any records: Full visibility into all records, regardless of ownership.
- Create Permissions: Its toggle button controls whether a user can add new records.
- Toggle Off: Users cannot create new records.
- Toggle On: Users can create new records in the module.
- Edit Permissions: Controls whether a user can modify records.
- None: No edit access.
- Own records: Can edit only records they own.
- Own & hierarchy records: Can edit their own records and those of subordinates.
- Any visible records: Can edit any records that are visible to them.
- Delete Permissions: Controls whether a user can remove records.
- None: No delete access.
- Own records: Users can delete only the records they own.
- Own & hierarchy records: Users can delete their own and subordinate records.
- Any visible records: Can delete any records visible to them.
Note: When you define security roles in your organization and enable the “Share data with peers” option, the data is shared with peers only if they have access to “Owned & hierarchy records” for viewing, editing, or deleting.
Note: You can also set the Deal’s Pipeline User Level access for the specific profile directly under the profile permissions. For this, you must enable Pipeline-Level permissions under the Deal module.