Set Profile Permissions

Using the tabs on the Profile Permissions editor, you can assign various administrative, read, edit, and delete permissions to staff members’ profiles.

1. Click Configuration on the navigation pane.
2. Expand Staff Management, double-click Profiles, and then double-click the profile you want to edit.
   The Profiles editor opens.
3. Click Permissions.
   The Profile Permissions editor opens.
4. Click the tabs to access options and assign permissions.

   Profile Permissions Editor Tabs

   Click This Tab	To Perform This Function
   Administration	Selected by default when you open the Permissions page.
   Organizations	Assign permissions related to adding and editing organizations.
   Contacts	Assign permissions related to adding and editing contacts.
   Service	Assign permissions related to Service. If Chat is enabled on the site, chat permissions are also selected on this tab.
   Opportunities	Assign permissions related to opportunity tracking.
   Outlook Integration	Assign Outlook integration permissions. Outlook integration must be enabled for this tab to appear.
   Outreach	Assign Outreach permissions.
   Feedback	Assign Feedback permissions.
   Tasks	Assign task permissions.
   Custom Objects	Assign custom object permissions. Custom objects must be enabled for this tab to appear.
   Analytics	Assign Analytics permissions.

5. Enter the appropriate field information.
6. Click Save.