Adding or Editing a Security Profile

Use this dialog box to add information for a new Security Profile or edit the information for an Existing Security Profile.

Note: The system administrator and users with the appropriate role can access these features.

To add or edit a security profile:

  1. Open the Security Manager view.
  2. On the Task Pane, under Common Tasks, click either Add Profile or Edit Profile link.
  3. In the Name field specify a brief and descriptive name for the security profile.
  4. In the Profile Type field select User or System.
    The two types are provided for organizational purposes only; no functional differences exist between them. System profiles are intended to be used with teams, while user profiles are intended to be used with individual users.
  5. Click OK.
    Note: For steps to update access rights within a profile, see Updating Field Access Within a Security Profile