View Profile

Owned by Adam Evans
Last updated: Jul 26, 2021 by Roly Birkwood
4 min read

Introduction

A view profile controls which fields a user can see, and which fields a user can edit on a product. This provides you with the ability to also have a different view profile for each user group, for example you may want the adviser to edit a field, but only allow a read-only view to the origination team.

There are 3 options per field (see right) they are as follows:

  • Edit - the user can see the field on their products and they can also edit the field contents.

  • View Only - the field will be read-only, displaying the entered value of the field in text.

  • Hidden – hides the field entirely.

IMPORTANT

  • If you make changes in this menu they will only affect the user group you are change (see the top of the screenshot to the right, where the user group being edited is the "Blocked User(s)" group).

  • Also note that changes will only affect users in that group once they log out of the CRM and then log back in.

User permissions

The specific user permission needs to be enabled to allow users to list participants.

Home > System Settings > User Permission Groups & Set Permissions > Edit (against the user group you wish to update).

The specific user permission needs to be enabled to allow users to edit the ‘View Profile'

NOTE

You need to be a user with permissions to make system changes. If you do not see the above option, please see your system super user.

How to edit the user view profile

Home > System Settings > User Permission Groups & Set Permissions > Edit View Profile (against the user group you wish to update).

To update the view profile simply find the field name in the list on the page and change the relevant set of options between Edit, View Only and Hidden as desired.

Once you are done click save. 

HINT

Remember to repeat this against each user group if you wish everyone to have the same change.

 

What fields can I control?

Applicant Panel

This is the pop-up window used when adding / editing the applicant’s details.

Example:

 

Company Panel

This is the pop-up window used when adding / editing a company against a case.

Example:

 

 

Supporting Documents Panel

This is the panel, which is located against the product page, used when adding / updating an entry for documentation required / received.

Example:

 

Participant Profile

This is the screen used when adding / editing a participant within the system address book.

Home / Address Book / Participants

Example:

 

Diary Entry Panel

This is the pop-up window used when adding / editing a diary entry.

Example: