in HierarchyProfiles

About

A Profile is the third level of a Cloud Edition hierarchy, falling under a Subscription. Profiles are groupings of Users who have access to Cloud Edition. An Admin can choose to group all Users under the existing default Profiles (Admin and Standard User) or to create new Profiles to organize Users based specific criteria. Examples include creating Profiles for groups of employees by department (i.e. Sales, Marketing), by division or team (i.e. EMEA Team, NA Team), or by existing workflow permissions (i.e. all users who can calendar sync, all users who are not allowed to calendar sync). Profiles can also be configured to mirror profiles already established within Salesforce. Profiles inherit any default or locked settings established on the Organization and/or Subscription levels. Any settings configured for a Profile will impact the Users added to it. In this section, you will become familiar with the available options on the Profile level.

 

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Reviewing Profile Options

Log into Cloud Edition and select Profiles from the top navigation.

 

 


Tip: You can also access the list of available Profiles from a Subscription.

 


Review the available Profiles. Notes that the default Profiles include Administrator and Standard User.

 

 


Tip: The Active column indicates which Profiles are active and which are inactive along with a listing of the Profile’s Subscription for easier use and navigation. Users on Inactive Profiles are not able to run their sync.


Additional Resources: Learn more about updating Profile information in the Editing Profile Details section of this User Guide.


Select a Profile Name to view the full Profile.


Review the Profile Details. The information presented is for reference and generally used to demonstrate where the Profile appears in the Cloud Edition hierarchy.

 

 


Additional Resources: Learn more about changing Profile information in the Editing Profile Details section of this User Guide.


Review the Users list to see a list of each individual who has been assigned to the Profile, the User’s Email Address, and three status indicators:

  • Active: Indicates if the User is allotted one of the Subscription licenses.
  • Locked Out: Indicates whether the User’s access to Cloud Edition has been revoked.
  • Status: Indicates that the User received the initial invitation to provision a Cloud Edition account and has set up a username and password. This status does not indicate whether the User has connected to Salesforce and/or Exchange.

 

 


Additional Resources: Learn more about editing user information in the Editing User Details section of this User Guide.


Review the list of available Hosts. Select the Edit link for a Host to predefine and lock down specific settings for each Sync Job.

 


Tip: The options for locking and predefining Hosts are more limited at the Profile level than at the User level. Many Host settings rely on end user credentials to determine how information will move between Salesforce and Exchange.


Additional Resources: Learn more about the available Host settings in the Connecting Hosts sections of this User Guide.


Review the list of available Sync Jobs. Select the Edit link for a Sync Job to predefine and lock down specific settings for each Sync Job.

 

 


Tip: The options for locking and predefining Sync Job rules are more limited at the Profile level than at the User level. Many Sync Job Settings rely on end user credentials to determine how information will move between Salesforce and Exchange.


Additional Resources: Learn more about predefining and locking Sync Job settings in the Locking Sync Job Settings section of this User Guide.

 

 

 


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