Understanding Access Profiles

On Involves Stage, users are divided into access profiles. Each profile is defined according to the needs of a group of users.

For example: An access profile called Field Reps will be able to access Involves Stage Web to see their visit itineraries. Another profile, Supervisors, may have permission to view and edit the itineraries of their team.

Everyone accessing Involves Stage has an access profile - only one per user. Depending on the settings, each profile will define which features will be active when editing or viewing, whether in Involves Stage Web or Involves Stage App.

Access profiles must follow the hierarchy of your own company. Following the example above, the access profile for Supervisors should have a higher hierarchy than those of the Field Reps. The project leaders in your company are the only ones with permission to manage these profiles and even edit the settings whenever necessary.

When you add an access profile, the hierarchy must be defined by numbers from 1 to 9. The higher the number, the higher the hierarchy. Consequently, the project leaders will have a hierarchy of 9 and will be the ones managing the system in their company whereas the profile for field reps will present the lowest hierarchical level (1).

Below is an example of the hierarchy suggested during implementation:

The access profile of each user is assigned when an employee is added to the system, but the profile needs to have been previously created on the Access Profile menu.

NEXT STEPS

• Learn how to add an Access Profile
• Set the permissions granted to each profile;
• Learn more about the Stakeholders user group.