Manage Profiles and permissions

TABLE OF CONTENTS

• Assign employee to default profiles
• Change profile of an employee
• Create custom profiles

Assign employee to default profiles

Default profiles are standard profiles that can only be assigned to employees but not modified. 

Under Settings > Profiles and Permissions, you will find the seven default profiles: 

To assign a default profile to an employee, please follow the next steps: 

• Click on the specific profile under Profiles
  
• Click on the Members section towards the right top corner
• Search the employee to whom you wish to assign the profile and select the employee

Note: Keep in mind that not activated users will still appear as members in the different profiles. Therefore, you can remove them or reassign them to other groups. Remember that not activated users are those who you invited to join Kenjo but have not yet completed the process of signing up to our platform. 

• Remove an employee from an existing profile assignment by clicking the "x" icon
• Upon removal, the employee moves to the Employee profile automatically

Change profile of an employee

If a person in your company changes their position and need to be assigned to a different profile with new permissions, follow these steps:

• Go to Settings > Profiles and Permissions
• Go to the profile your employee currently works under, e.g. Employee
• Click the "x" icon to remove this employee from this profile

• Go to the new profile, e.g. Manager
• Search for the employee's name in the search bar
• Click on the employee

The respective employee now works under a new profile with different permission. 

Create custom profiles

To create a custom profile, please follow the next steps: 

• Under Settings > Profiles and Permissions
• Click on the (+) button to add a new profile
• Enter the name of the new profile and click Create new profile
• Set up the permissions under the Permissions section
• Click Save

Assign to a custom profile

To assign a custom profile to an employee, please follow the next steps: 

• Under Settings > Profiles and Permissions, click on the custom profile under Profiles
  
• Click on the Members section towards the right top corner
• Search the employee to whom you wish to assign the profile and select the employee

Note: You can remove an employee from an existing custom profile assignment by clicking the "x" icon. Upon removal, the employee moves to the Employee profile automatically. 

Rename a custom profile

To rename an existing custom profile, please follow the next steps: 

• Under Settings > Profiles and Permissions, click on the custom profile under Profiles
  
• In the Permissions section, enter the new name under Profile name
• Click Save to apply the changes

Delete a custom profile

To delete an existing custom profile, please follow the next steps: 

• Under Settings > Profiles and Permissions, you will find a Trash icon when you move your mouse over the custom profile you wish to delete
• Click on the Trash icon to delete the custom profile

Note: You can delete a custom profile only when it's not assigned to any employees