Profiles | Online Help | Qntrl


Overview of profiles

Organizations maintain different levels of hierarchy as the users in the organization hold various responsibilities.To address this, Qntrl supports Profiles. Users are classified into four different profiles, each with its own level of privilege: Admin, Service Admin, Manager and User. Users can be assigned with these profiles when they are added to the organization. 

Learn about adding users from this help document

Default profiles


Admin users belong to the top-level of the hierarchy. Admin user will have access to all organization-wide permissions by default.

  • Admin  profile permissions cannot be modified.

  • The  Admin  profile cannot be deleted.

Service Admin

Service Admin falls just below the Admin  profile in the hierarchy. Service admin by default will have the permission to access Settings, Reports, Add new Board  and Manage Users


  • Service Admin profile permissions can be modified anytime.

  • The  Service Admin profile can be renamed or deleted.


The Manager  profile falls third in the hierarchy. By default, the users of this profile will not be able to access the Settings  section which hosts major modules like Forms and Blueprints. 


  • Manager profile permissions can be modified anytime.

  • The   Manager profile can be renamed or deleted.


By default, these users do not have permission to access Settings and other organization-wide details. However, these permissions can be modified in the profile anytime. 

  • The User profile can be modified anytime.

  • The User profile can be renamed or deleted.

Organization-level Permissions

Organization-wide permissions will be available in the Organization settings. Based on the user profile, you can set access permissions for the users. The admin of the organization can update the permissions based on the user profile.

Navigate to   and select Profiles under User Management to update the Organization level permissions.

All the organization-wide settings will be available here, such as Manage permissions, which includes Settings, Reports, Import Cards, Export Cards, Use Credentials Created by Others, Add New Board, and Manage Users. Audit Log permissions and User Log permissions will also be available under Organization level permissions as they are common for all boards.  
  1. Settings : Settings permission is given to users who needs access to manage organization settings. This permission will be turned on by default for the Admin profile and can't be edited. Admin can control the Settings permission of other profile users.
  1. Reports : This is necessary for users who need access to the Reports module. Permission to access this module will be turned on by default for the Admin profile and can't be edited. Admin can grant permission for other profile users to access this module.
  1. Import and Export Cards : The importing and exporting of cards in Qntrl can only be performed when users have this permission. Admin profile users will have this permission by default. Other profile users can gain this access based on admin's approval.
  1. Use credentials created by others : Use other profile user's Bridge credentials by enabling this. Users can access the bridge credentials like username and password upon doing so. Admin will have this option enabled by default and can provide access to other profile users.

  2. Add new Board : This permission lets users create new boards in Qntrl. By default, this permission is enabled for all users. However, this setting can be updated by admin or user with manage settings permission.

  3. Manage Org Users : This permission lets board admins invite new board users. If this permission is disabled, board admins can only add existing organization users. Get to know the difference between board and organization users here.  This permission will be enabled by default for all profiles and can be updated by the organization admin. The invited user will be added as a member in the board and as a user in the organization. Both of these roles can be updated later. 

  1. Audit log permissions : This permission will let the users view the audit logs. By default, audit logs can be viewed by users with the Admin profile. However, you can enable the permissions for other profiles as well.

    Service   Admin 

    Card Logs

    Other Logs


    Note: Other Logs include Forms, Blueprint, Users, Emails, Schedules, and Organization.

  2. User log permissions
    User logs : User logs help to track the Time Log and Last Activity of your organization users.This permission will be enabled by default for Admin users while it can be turned on for other profile users based on the requirement. 

Board-level Permissions

Field-level permissions can be updated based on the board profile of the user under the Permissions tab. Default roles available for users in the Board are Admin, Manager, Member, Participant, and Requestor (users who are not a part of the board but a part of the organization).
You can update the View & Edit field permissions based on the user profiles from the Permissions tab.
Based on the user profile, the access permission changes for the users. Refer to the table below to know the permission based on the user profile:

Card-level permissions                  






View all cards


View my cards

Edit all cards


Edit my cards

Stage duration

Import cards


Same as edit permissions

Same as edit permissions

Export stage history, Blueprint preview


Assign cards, Pick up and reassign cards

Field-level permissions                


Admin and manager profile users can view and edit the fields of all cards, while other profile users can only view and edit the fields of their own cards.  

Learn more about board level permissions from this help document

Create profile 

  1. Navigate to  and select Profiles under User Management.                             
  2. Click  New Profile.
  3. Fill in the details:   
    • Profile Name: Give a name for your new profile.  
    • Clone From: Select a profile from which the new profile can be cloned.  
      • Cloning the profile creates a copy of its permissions for the new profile.  
  4. Click Save.                                

Edit profile

  1. Navigate to    and select  Profiles  under  User Management      
  2. Choose a profile you wish to edit.
  3. Click   next to the profile name to edit the name.
  4. To edit permissions, toggle the button at the right end to enable/disable it.
  5. Once the modifications are done, click  Save.
  • The Admin profile cannot be edited.

Delete profile

  1. Navigate to    and select  Profiles  under  User Management      
  2. Choose the profile you wish to delete.
  3. Click  next to the profile name.
  4. If the profile is associated with no users, click  Yes, delete  and confirm your action.
  5. If the profile is associated with one or more users, the users have to be moved to a different profile before deleting.
    • Select a profile from the dropdown list and click  Ok.
    • The user will be moved to the selected profile and the profile will be deleted. 

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