Admins can create custom profiles to tailor your user settings to your firm's exact needs. Many firms choose to clone Litify's default profiles and edit them to fit their user-management processes. 

Important: you must give users permission to edit Account, Contact, and Role objects through Profiles. You cannot grant access to these objects with permission sets.

How to Create a Custom Profile

  1. Log in to Litify.
  2. Naivgate to  Setup > Profiles.
  3. Select New Profile.
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How to Clone & Modify a Profile

1. Clone Existing Profile

  1. Log in to Litify.
  2. Naivgate to  Setup > Profiles.
  3. Find and select Litify Standard User.
  4. Select Clone to copy this profile and edit it.
  5. Name your custom profile in the Profile Name field.
  6. Select Save.

2. Modify Profile

  1. Find  and select the cloned profile.
  2. Select Edit.
  3. Determine Field-Level Security, Tab Settings, Record Type Settings, Standard Object Permissions, Custom Object Permissions, etc.
  4. Save.

Now you can assign users to the new profiles you have created.

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