> ## Documentation Index
> Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Profile Permissions in Skara

***Profile Permissions*** in Skara let you define what specific groups of users can view and do within your account. Each user is assigned a profile that governs their access to modules, features, and data, including pipeline-level visibility, and provides enhanced control across the account.

Topics Covered:

* [User Profiles](#user-profiles)
* [How to Add a Profile](https://support.salesmate.io/hc/en-us/articles/19326369490457-Managing-Profile-Permissions-in-Salesmate#h_01H2AED41MQM37G0C9Y81XQ89P)
* [Understanding Permission Levels](https://support.salesmate.io/hc/en-us/articles/19326369490457-Managing-Profile-Permissions-in-Salesmate#h_01JRGQXATJXE723XR9TAW0WGYW)

### User Profiles:

Skara comes pre-figured with two Profiles

* **Admin**
* **Standard**

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip0-4.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=37a6aa45aeffc46b710d344a8c6b483f" alt="mceclip0.png" width="2874" height="1538" data-path="setup/user-management/images/mceclip0-4.png" />

#### **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.

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip1-3.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=7a847fee56afed9880cf7e58ca3b6757" alt="mceclip1.png" width="2880" height="10208" data-path="setup/user-management/images/mceclip1-3.png" />

### **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** 

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip2-3.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=8e54c1fab637f75a5f2216ab4f6f8801" alt="mceclip2.png" width="2870" height="1218" data-path="setup/user-management/images/mceclip2-3.png" />

* Click on **Add New Profile** in the top right corner.

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip3-4.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=4b642b0011e4d0fc44972e74edf2fd2c" alt="mceclip3.png" width="2480" height="1168" data-path="setup/user-management/images/mceclip3-4.png" />

* Add **Profile Name, Clone Profile,** and **Profile Description**.
* Click on the **Add** button.

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip4-2.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=07a517573b5866834e7962a39dd8ebd7" alt="mceclip4.png" width="2083" height="1053" data-path="setup/user-management/images/mceclip4-2.png" />

### 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>
  **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>

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip5-3.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=20d5420334931229c337e40bacc30b50" alt="mceclip5.png" width="2476" height="1308" data-path="setup/user-management/images/mceclip5-3.png" />

<Note>
  **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](https://support.salesmate.io/hc/en-us/articles/44511091257753) under the Deal module.
</Note>
