import { Callout, Steps } from ‘nextra/components’

Configure Profile Permissions

Goal: Adjust what a user profile can access by reviewing its permissions and dashboard assignment.

Before you start

You must have permission to manage profiles.
Confirm which profile you need to change.
Check who currently uses the profile before editing it.
Prepare the dashboard that should be linked to the profile, if your process uses profile dashboards.

[PLACEHOLDER: screenshot - Profile detail page showing permissions and dashboard fields]

### Open Administration

Open Administration from the main navigation.

Select Profiles and open the profile you want to review.

Check the profile name, dashboard assignment, and selected permissions.

Add or remove permissions according to the role the profile should represent.

Save and confirm that the profile detail page shows the updated selection.

Some profiles may be used by many users. If you only need a small variation, clone or create a separate profile instead of changing a shared one.

Changing profile permissions can immediately affect what users can see or do. Review assigned users before saving profile changes.

The profile permissions and dashboard assignment are updated and will apply to users assigned to that profile.