In order to create a new user profile with specific features different from the ones applied to the DEFAULT profile, perform the following actions:
- Click on the menu icon on the top left of your account’s homepage and access your DASHBOARD.
- Access the USER SETTINGS section.
- Click on the + ADD NEW symbol located in the top right.
- The GENERAL DATA configuration screen for the new profile type being created appears.
- Enter the NAME to be assigned to the new profile in the appropriate field.
- Select the company to which this group will belong from the drop-down menu.
- Associate a color to the profile being created by clicking on the colored square or typing the color code in the associated field.
- In the EDIT PROFILE SETTINGS area, you can configure the specific settings that will define the profile type being created.
- Press SAVE to confirm the settings.
- In the window that is going to pop up on your screen, display the users or user groups to which the properties of the user profile just created will be applied. To apply it to all, select ALL.
- Press CONFIRM or CANCEL to proceed.
- The new user profile will appear in the list in the selected custom color.