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A role-based profile is intended as a starting point for a particular type of Aptify user. As applicable, an administrator can leverage the profiles provided by Aptify to create new profiles specific to an organization. Also, once an end user's Aptify profile has been created, he or she can modify the profile as needed to personalize the Aptify user experience. See the User and Group Administration chapter of the Aptify 5.5.1 Administration Guide Creating User Accounts for more information on creating users. |
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- Accounting User: This profile is designed for members of an organization's Accounting department. The Accounting User profile is subscribed to two applications by default: Accounting and Order Entry.
- See the Accounting & Financial Systems Integration Overview chapter of the Aptify 5.5 Accounting and Financial Systems Integration Guide for Understanding the Accounting User Role-based Profile for an overview of this profile.
- See the Accounting & Financial Systems Integration Overview chapter of the Aptify 5.5 Accounting and Financial Systems Integration Guide for Understanding the Accounting User Role-based Profile for an overview of this profile.
- Customer Support User: This profile is designed for members of an organization's customer support department. The Customer Support User is subscribed to six applications by default: Case Management, Committee Management, Expo Management, Meeting Management, Order Entry, and Subscription Management.
- See Understanding the Customer Support User Role-based Profile for an overview of this profile.
- See Understanding the Customer Support User Role-based Profile for an overview of this profile.
- Developer/Database Administrator User: This profile is designed for members of an organization's database development and administration department. This user profile is subscribed to five applications by default: Development, Framework, Object Repository, Process Pipeline and User Administration.
- A user must have access to the Administrators group (and a Developer or Administrator license) in order to subscribe to the applications associated with this profile. If you do not have access, contact your administrator for assistance.
- See the Aptify Administration Overview chapter of the Aptify 5.5.1 Administration Guide for Understanding the IT Developer and Database Admin Role-based Profile for an overview of this profile.
- Executive User: This profile is designed for a member of an organization's executive leadership team. The Executive User is subscribed to two applications by default: Accounting and Customers.
- A user must have access to the Accounting group in order to subscribe to the Accounting application and access the Executive User's Accounting dashboard. If you do not have access, contact your administrator for assistance.
- See the Understanding the Executive User Role-based Profile for an overview of this profile.
- Meetings User: This profile is designed for members of an organization's Meetings and Event Planning department. The Meetings User profile is subscribed to three applications by default: Customers, Meeting Management, and Order Entry.
- See Understanding the Meetings User Role-based Profile for an overview of this profile.
- See Understanding the Meetings User Role-based Profile for an overview of this profile.
- Membership Director: This profile is designed for members of an organization's Membership department. The Membership Director profile is subscribed to two applications by default: Membership and Order Entry.
- See the Subscription & Dues Management Overview chapter of the Aptify 5.5 Subscription and Dues Management Guide for Understanding the Membership Director Role-based Profile for an overview of this profile.
- See the Subscription & Dues Management Overview chapter of the Aptify 5.5 Subscription and Dues Management Guide for Understanding the Membership Director Role-based Profile for an overview of this profile.
- Order Entry User: This profile is designed for members of an organization's Order Entry department. The Order Entry User profile is subscribed to two applications by default: Order Entry and Customers.
- Sales Representative: This profile is designed for members of an organization's Sales department. The Sales Representative profile is subscribed to the Sales Force Automation application by default.
- See the Sales Force Automation Overview chapter of the Aptify 5.5 Sales Force Automation Guide for Understanding the Sales Representative Role-based Profile for an overview of this profile.
- See the Sales Force Automation Overview chapter of the Aptify 5.5 Sales Force Automation Guide for Understanding the Sales Representative Role-based Profile for an overview of this profile.
- Warehouse User: This profile is designed for members in of organization's Shipping and Receiving department. The Warehouse User profile is subscribed to two applications by default: Inventory and Shipping.