Where & how do I create profiles?

This article provides Decision Logic Administrators with details on how to create, edit, copy or delete a Profile on the web browser for the V6 platform.

Overview

Decision Logic’s Profile Maintenance page where users will create profiles, define security permissions, select reporting scope and access, assign dashboard visibility for each profile created, and attach individual users to a profile.

A brand may want to group access to features of the web application based on roles and responsibilities, such as:

• Corporate.

• DL Admins.

• Franchisee.

• Support Team.

• Regional / Above-store Managers.

• Store Manager.

• Accounting Team.

What’s the difference between a Profile and a User?

A profile is a set of pages and security permissions granted to a particular role or category.  Multiple users can be assigned to a profile that provides the same access to all users assigned to that profile.

Users are individuals attached to a profile and can connect to multiple profiles simultaneously.  Check out this link to learn about individual Users!

How do I create, edit, copy, or delete a profile?

Before creating a profile and attaching a user, the individual users, stores, groups, regions, and companies (company hierarchy) must be created in advance.

Creating, editing, copying, and deleting a profile is inside the Profiles tab on the Profile Maintenance page.  Assigning pages (features) and dashboards, defining permissions, reporting scope, and access also occur in Profile Maintenance. They must be defined, or users will not view anything once logged in.

Maintenance > Company > Profile Maintenance > Profiles

Create a Profile

1. Click New Profile. 

2. Label the Profile Name for the role or business department.

3. Select the Profile Type. 

   1. If “DL Admin” is your preference, click Store first and re-click DL Admin.

4. Click Save.

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5. Click Add User to attach an existing user to the Profile. 

6. Select the User from the dropdown.  The User’s Scope (store access settings) is defined when creating the user. However, you can make adjustments here if needed.

7. Click Save.

Edit a Profile

1. Highlight the Profile set.

2. Click Edit Profile.

3. Update the Profile Name and change the Profile Type if needed.

4. Click Save.

Edit or Remove an Attached User

1. Highlight the Profile set.  A list of linked users will appear.

2. Click Edit or Remove next to the individual user.

Edit allows you to change the user or user’s security Scope (store access settings) and Save.

Remove will detach the user to that profile set.  A confirmation box will appear for you to select OK.  Users cannot log into Decision Logic’s platform if they are not attached to a profile.

Copy a Profile

1. Highlight the Profile set.

2. Click Copy Profile.

3. Rename the Profile and Save.  When making a copy, you must change the Profile Name and add users to that set. 

Delete a Profile

1. Highlight the Profile set.

2. Click Delete Profile.

3. A confirmation box will appear for you to select OK.

    

FAQ Profile Maintenance

If you have a Manager or user who needs to see more than one store, they must be attached to a profile with a scope higher than Store. There are three options:

1. Assign the user to a profile with the necessary scope to see all the stores this manager needs.
2. Give the manager a user for each store they need to see.
3. Create a new Group for this manager and add them to the Area Director profile.

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