Create a user

Create a user account for each person who signs in to Profinity, and give it the roles that match their job. You need the Security administration permission and the Profinity Server licensed feature, which the Server and Enterprise editions include. Without the feature there are no user accounts or roles. A Desktop installation runs as a single built-in desktop user, and Users & Groups shows that user and group administration requires a Server licence. Licensing lists what each edition includes.

1. In the side menu, select ADMIN, then Users & Groups.
2. Select + Add user.
3. Enter a username and an initial password for local sign-in.
4. Under Assigned roles, choose one or more roles. Only Administrators exists on a new installation. To assign another role, create it first by following Create a role, then return to this step.
5. Save the user.

The Add user panel

To check that it worked, sign out and sign in as the new user with the initial password. The new user sees only the pages their roles allow. If you are not sure which roles to assign, read Choose roles first.

Choose roles

A user can only do what their roles allow, so give each person the smallest set of roles that lets them do their job. The default Administrators role includes every permission, so assigning it gives that person the access of every other role. Keep it for the few people who manage the installation.

Create a role suggests Viewer, Operator, and Engineer roles to start from and explains how to build them. Roles and permissions lists every permission. Managing users covers password resets and service accounts.