Creating and Managing Custom Permission Profiles (Plus only)

With Custom Permissions administrators have the ability to edit the access of each permission level in the Forecast account and it also provides the ability to create new permission profiles to reflect your organisation's needs. To learn more about the default permission profiles and what each permissions means, see About permissions profiles and how they work.

This article covers:

• Creating a custom permission profile
• Editing an existing permission profile

Creating a custom permission profile

To create a custom permission profile

1. Click on your profile icon, then select Admin.
2. From the Admin panel click on the Permissions tab.
3. At the bottom of your existing profiles, type in the empty text field the name of the new profile.
4. Click on the + button. 
5. Once the permission profile is created, click on the Edit button to select the access rights and permission for this specific role.

Editing an existing permission profile

With the exception of the Admin profile, every other profile can be edited to include and remove certain permissions.

To edit a permission profile

1. Click on your profile icon, then select Admin.
2. From the Admin panel click on the Permissions tab.
3. Click on the Edit button.
4. Check the permissions that you would like to enable or disable for that particular profile
5. Click Save.