Overview of profiles

Default profiles

Admin

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.
  

Manager

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.
  

User

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.

1. Navigate to   and select Profiles under User Management to update the Organization level permissions.
   
2. 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.
   
2. 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.
   
3. 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.
   
4. 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.
   
5. Add new Board : This permission lets users create new boards in Qntrl from the left panel menu. By default, this permission is enabled for all users. However, this setting can be updated by admin or user with manage settings permission. Note that, if a user has access to Settings, they will be able to create Boards from Settings, even if ‘Add new Board’ permission is disabled. 
6. 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. 
   
7. 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. 

   1. 	Admin	Service   Admin	Manager	User
      View
      Card Logs	✓	X	X	X
      Other Logs	✓	X	X	X

   2. Note: Other Logs include Forms, Blueprint, Users, Emails, Schedules, and Organization.
      
8. User log permissions
   
1. 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

Card-level permissions                  

Field-level permissions                

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.