Create Security Profiles

Follow the below steps to create security profiles for your firm:

Super admins can create security profiles based on their user’s roles. INSZoom has created a single sample security profile. Super Users may edit this profile or create a new one.

You must create the security profiles and assign them to users before activating the feature.  

To create new profiles:  

1. Go to Setup and select 'Settings'.
2. Click 'Security Profile'.  
3. Add a new profile.
4. Create a Profile Name.
5. Click 'Save'.
6. Set as default – optional (All new case managers will receive that profile when created).
7. Next, create the profile Settings.
8. Open the 'Security Profile'.
9. Click the 'Settings' link.
10. Set Access Rights – Set the modules to which your roles will access.
11. Set Email Alerts – create the email alert preferences for the role – expirations, reminders, and notifications.