A profile is a set of settings and permissions that defines which features and operators are present for each type of user. Configurations determine what users can create, modify, or delete in Cirrus Shield, like objects fields or page templates. Permissions, on the other hand, determine what users can do in the organization, such as creating edit or deleting records, or building reports and dashboards.
In Cirrus Shield, you have standard profiles but you can also create custom profiles.
There are 3 types of profiles:
- The administrator system : who has access to all the features of the CRM (configuration, integration and customization).
- Standard user : who to create, edit or delete records and reports. However, it does not have access to the configuration part.
- Read-only: Can only view recordings and compile reports.
In order to create custom profiles:
For example, you want to create specific objects that are customized for each department, but you want each department to view its own tabs. To do this, the creation of custom profiles has been integrated into Cirrus Shield in order to assign for example different tabs to the corresponding department so you must :
- Log in to Cirrus Shield with your administrator profile.
- Click your name, and then select Configuration.
- Go to the Profile tab, and click on New.
- Insert a Name. In this case, “HR department”.
- Click on Save.
Note that these features are only available for the Enterprise and the Ultimate Editions.
| Profile | Manage filtered lists | Export to Excel | Create object record | Read object record | Update object record |
|---|---|---|---|---|---|
| System Administrator | YES | YES | YES | YES | YES |
| System Administrator | YES | YES | YES | ||
| Read Only | YES |
Note that you can change permissions on objects, only in the Administrator System Profile by:
- Clicking on the Administrator System Name.
- Clicking on the assiciated list Object.
- Click Edit on any object.
- Check / Uncheck the “Create, Update, Read, Delete” boxes.
