Creating your own profiles

If the standard profiles provided by JustRelate CRM are not sufficient, you can create your own ones in the PiSA cubes-group management. Please check with your JustRelate project manager if it is absolutely necessary for you to have your own profiles.

Please note the following:

• The recommended ID range is <99.
• You can integrate your own profiles into the CRM profile tree by assigning them to PROFILES parent group.
• For subprofiles, a group structure needs to be created. The superordinate profile must be appointed as the parent group.
• The recommended convention for the designation of subprofiles is "profile name (subprofile name)".

1. Open the menu Administration / Contacts / Group assignment.
2. In the mask, search for the  Profiles group name.
3. Switch to the Structure tab.
4. Expand, for example, the PSA_PRO_SAL group down to the third level (click on the small plus sign).
5. Open the corresponding group with a click on the hyperlink of the groups in the structure tree.
6. You can see all users who are assigned to this group or this view in the Users tab.

Here, you can assign users to the individual groups (profiles), or delete users. You can open the Login administration (user) and see to which groups the user is still assigned using the hyperlink of the user.

In the user administration, you can search for individual users and check their group assignments, or assign them to groups.

You can open the login administration also from the administrator menu: Administration / Contacts / Login manager.

Example: Profiles of the view on sales or marketing