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
- Log in to Litify.
- Naivgate to Setup > Profiles.
- Select New Profile.
How to Clone & Modify a Profile
1. Clone Existing Profile
- Log in to Litify.
- Naivgate to Setup > Profiles.
- Find and select Litify Standard User.
- Select Clone to copy this profile and edit it.
- Name your custom profile in the Profile Name field.
- Select Save.
2. Modify Profile
- Find and select the cloned profile.
- Select Edit.
- Determine Field-Level Security, Tab Settings, Record Type Settings, Standard Object Permissions, Custom Object Permissions, etc.
- Save.
Now you can assign users to the new profiles you have created.