Creating Users (Profile)

A Profile (=user) has a unique identity in the system and can be tagged as an “onwer” to a data record. Profiles can also be assigned Roles that restrict what they can do. You can also define custom logic for a Profile

To create a new Profile:

1. Create a new Profile via “New” on the top toolbar
2. Enter the mandatory “First Name” and “Email” values
3. “Save” the profile via the “Save” button
4. The user will be sent an email with her random-genereated password. You can also set a custom password by clicking on the “Password” tab and setting the password.
5. To assign a role, click on the “Roles” tab and add a “Role” in the table.

Once a Profile is created, the user can login with the login id (email) and password.

Note

Profiles are given an id that is the same as their email id. Why did we do this?

• Email Ids are good unique identifiers. Your users may have the same first and last names, but they would have separate Email Ids
• People usually remember their email ids
• Email Ids are these days the de-facto way to define login-ids