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Management → Access Profiles stores reusable permission configurations. For example, an Employee Requests profile can provide HR and Finance forms, while a Finance Approver profile can define Finance approval authority.

Create a profile

  1. Open Access Profiles as Owner and select Create profile.
  2. Enter a name and description that identify its intended users.
  3. Select categories for Create request, Approve, and Design / publish as needed.
  4. In form settings, choose category scope or specific templates and permitted actions.
  5. Review Document Sign permissions when relevant, then save.
Use search to filter long category and template lists. Grant only necessary actions; permission to use a form does not need to include editing or publishing it.

Apply it to a member

When inviting a member or editing their access in Settings → User management, select the appropriate Access Profile. Review the resulting permissions before saving. Choose Manual to configure category/form permissions directly when no saved profile fits.
An Access Profile does not automatically change roles, Direct Manager or Operation categories. Selected permissions must still fit the member’s role. Menus in Create Design are reserved for authorized Owners and Admins.

Edit and reapply

Select Edit profile to update a profile. Editing does not immediately change every member who previously used it. Open User management, select the affected member, reapply the profile, and review access changes before saving. If a category or template is no longer available, revise the profile’s selections before applying it. Module and profile permissions do not provide unrestricted access to other users’ private documents. See Owner setup and Organization Hierarchy for the initial setup sequence. In the invitation dialog, use Select all for the relevant category permission column. Review selected categories and actions before saving. Override reason and Reason for invitation are optional notes in the invitation flow.