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About Role-based Profiles

Owned by admin (Deactivated)
Jan 30, 2018
3 min read

Role-based profiles provide easy access to the information and functions within Aptify commonly accessed by a user of a certain job function. Linking a new user to a role-based profile subscribes the individual to the appropriate applications and services and includes specialized shortcuts and dashboards that help the user perform his or her job function.

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 Creating User Accounts for more information on creating users.

The role-based profiles included in Aptify are:

  • 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.
  • 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.
  • 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 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.
  • 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.
  • 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.
  • 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.

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