Manage profiles

Assign or remove profiles, and set validity periods to control Studio access and capabilities.

Overview

Studio profiles grant users access to Studio and administrator capabilities. In the Global Workspace, administrators can manage the profiles assigned to a user in the Users room or manage the users assigned to a profile in the Profiles room, and optionally apply a validity period. For profile descriptions, see Studio Profiles.

For security purposes and to prevent users from getting locked out of their accounts, administrators cannot change the profiles assigned to their own account. To change the profiles assigned to your account, contact another administrator.

Note: This feature is also available through Visier's public APIs. For more information, see Profiles API.

Manage the profiles assigned to a user

Access requirements

Custom profiles with one of the following capability sets:

  • Profile Management (Write, Detailed) and User Management (Read, Simple)
  • Tenant Management (Write, Detailed) required for cross-tenant assignments

Reach out to your administrator for access.

  1. In the Global Workspace, on the navigation bar, click Tenant > Users.

  2. Select a user in the Users list.

  3. In the Profiles area, do one of the following:
    • To assign a profile to a user:
      1. Click Assign.
      2. Select the profiles you want to assign to the user.
      3. Optional: To provide users with temporary access, set a validity period for the profile by typing a From and To date.
      4. When finished, click Assign.
    • To remove profiles from a user:
      1. SelectHover over the profile.
      2. Click the Remove button .
    • To change the validity period for a profile assigned to a user:
      1. Click View All.
      2. In the Assigned Profiles dialog, hover over the profile you want to change and then click the Edit button .
      3. In the Edit Validity Date dialog, set a new validity period for the profile and then click Update.

Tip: Manage the profiles for multiple users at once by selecting users, and then clicking Edit Profiles at the bottom of the Users list.

Manage the users assigned to a profile

Access requirements

Custom profiles with one of the following capability sets:

  • Profile Management (Write, Detailed)
  • Tenant Management (Write, Detailed) required for cross-tenant assignments

Reach out to your administrator for access.

  1. In the Global Workspace, on the navigation bar, click Tenant > Profiles.

  2. Select a profile in the Profiles list.

  3. Click the Assignment tab.
  4. Click Edit Assignment.
  5. In the Edit Profile Assignment dialog, do one of the following:
    • To assign a profile to users:
      1. Select the users in the Available users list.
      2. Optional: To provide users with temporary access, turn on the Validity date needed toggle button.

        You'll be asked to set a validity period for the profile by typing a From and To date when you add the users.

      3. Click Add Users at the bottom of the Available users list.
    • To remove a profile from users:
      1. Select the users in the Selected users list.
      2. Click Remove Users at the bottom of the Select users list.
  6. When finished, click Update.