> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dekasign.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Access Profiles

> Reuse category and template permissions when inviting members or updating their access.

**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.

| Setting | Purpose |
| - | - |
| Role | Defines broad member capabilities, such as Approver or Operation. |
| Access Profile | Supplies the selected category and template permission configuration. |
| Direct Manager | Defines the reporting relationship used by manager assignment. |
| Operation categories | Define which operational work categories the member manages. |

> [!NOTE]
>
> 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](https://docs.dekasign.com/en/guides/owner-setup.md) and [Organization Hierarchy](https://docs.dekasign.com/en/guides/organization-hierarchy.md) 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.


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