AdvoLogix Help

User Profiles

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Profiles control access to what you can do. For example, a user’s profile will determine whether or not they can access all accounts and contacts, certain types of matters, even time entries or any other object/tab at all, and if so, what are their permissions to view or edit these records.

A profile contains the settings and permissions that control what users with that profile can do within AdvoLogix and the Client Portal.

Click Your Name | Setup | Administration Setup | Manage Users | Profiles

Profile List View

Profile List View

You can choose to add a New Profile or click on the name of an existing profile to view/edit that specific Profile.  Depending on which profile user interface is enabled in your organization, you can view and edit profiles in the original or enhanced profile user interface.  You can also use a list view to edit multiple profiles.

Profile Detail Page: Original Profile Editor

Profile Detail Page ~ Original Profile editor

You can edit all settings in a custom profile.  In standard profiles, you can edit all settings except name, description, object permissions, field permissions, and user permissions.

Profile Detail Page: Enhanced Profile Editor

Profile Detail Page ~ Enhanced Profile editor

In the enhanced profile user interface, the profile overview page provides an entry point for all of the settings and permissions for a single profile. To open the profile overview page, click Your Name | Setup | Manage Users | Profiles and click the profile you want to view.

From the profile overview page, you can:

  • Search for an object, permission, or setting
  • Clone the profile
  • If it's a custom profile that's not assigned to any users, delete the profile by clicking Delete
  • Change the profile name or description by clicking Edit Properties
  • View a list of users who are assigned to the profile

Overview of User Permissions & Access

Overview of User Permissions and Access

The following table shows the types of permissions and access settings that are specified in profiles and permission sets. Some profile settings aren't included in permission sets.

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