REACH > System Tools > Profile Management

JUMP TO: User Management

KEY TOPICS:

  • About Profiles and Profile Management
  • Review and Edit Profiles
    • Review the Existing Profile
    • Set a Different Default Profile
    • Edit a Profile
  • (Optional) Add a Custom Profile
  • View Profile Log

About Profiles and Profile Management

An Administrator will oversee System Tools for Profile Management to control whether groups of users can view data and/or perform functions in REACH modules.

Based on the anticipated audiences who will use or access REACH, Berkshire has included some standard Profiles in your organization's installation, plus a default Profile for the new user. However, these existing Plan Profiles can be edited, or custom Profiles may be created.

Next Step: Once Plan Profiles are saved here, they can be assigned to users (in the balanceWORKS environment) via: User Management (per the article linked above).

Review and Edit Plan Profiles

Review the Existing Profile

Make sure you are in REACH, or enter the software.

  1. From the header, choose: System Tools > Security / Profile Management.
  2. A Profile drop-down in the tab header will be preloaded with available options.
    3. Review the displayed Profile, or select a different one from the Profile drop-down.
  3. For the displayed Profile, a table shows the available software features by Function and Access Level. The Access Level that is currently in place for the feature is shown in the right-hand column, either: Read/Write or None.

Examples: Standard permissions could be set in REACH so that site Recruiters can add Sources, Activities, and Evaluations — while a custom Profile can allow the corporate Recruiting Director to have the additional permissions to import Sources and output Reports.

Set a Different Default Profile

Using the Profile Options menu at the top of the page, the displayed Profile can be set as the default by checking the box for: Default Profile. The default is applied when a new user is added.

Note: Only one Profile can be the default.

Edit a Profile

Click the toolbar's [Edit] button, and a Profile Functions menu will open, changing the current settings to drop-downs. Select or retain one of the following entries for each Function:

  • Read/Write
  • None

Click [Save] to apply any new settings to the Profile.

(Optional) Add a Custom Profile

From the Profile toolbar, select the [Add] button. Enter a Profile Name. Check off whether this profile will be the default when a new user is added.

Note: Review all existing Profiles to determine which one should be the default.

To define the Profile, follow the instructions above to: Edit a Profile. When saved, the Profile is added to the toolbar drop-down and may be selected in the future for reviewing and editing.

View Profile Log

By choosing the [View Profile Log] button from the upper toolbar, and selecting optional entries for date range, the Administrator can [Run Report] to view Profile assignments and definitions.