Role Profile

The Role Profile DocType allows administrators to bundle multiple roles into a single profile. This is particularly useful for assigning a predefined set of roles to new users or updating multiple users' roles at once, ensuring consistency and efficiency.

Understanding the Role Profile DocType

Purpose: To group several roles under a common profile for ease of management and assignment.

Function: Streamlines the process of role assignment, especially for new users or those changing job functions within the organization.

Role Required

• System Manager

Step-by-Step Instructions for Using the Role Profile DocType

Creating a New Role Profile

1. Open a New Role Profile Form: Click on the '+Add Role Profile' button from the Role Profile list to to create a new profile.

2. Enter Role Profile Name:

   • Provide a descriptive name for the role profile that reflects the combination of roles or the job function it represents.

3. Select Roles to Include:

   • Use the checkboxes to select all roles that should be included in this profile.

   • You can utilize the 'Select All' or 'Unselect All' buttons for convenience if you want to start with a full list or deselect all roles before making individual selections.

4. Save the Role Profile:

   • Once all desired roles are checked, save the new role profile. This profile can now be assigned to users, granting them all the permissions associated with the selected roles in a single action.