Maintain a user security profile | Dimensions Help Centre

Use security profiles to control user access to every function in Dimensions. Several default profiles are available as starting points for role-based access.

📌 Note: You must be logged in as a user with the correct privileges to create or edit security profiles.

Edit or create a security profile

Click System, then click Profiles.
Click Insert.
📌 Note: To locate an existing profile, click Find.
Enter a unique code, then enter a description.

The following options are available when editing or creating a security profile.

Option	Description
Default Menu Items To	Enabled: All menu items are enabled. Remove items manually as required. Disabled: All menu items are disabled. Add items manually as required.
Default Options To	This drop down saves time if the profile you insert is for a group of users who require restricted access. Select from: No Access: Denies access. View Access: Read only access. Full Access: Full read and write access.
Menu Items	The individual entries at each level have a tick to indicate that they're enabled, or a cross to indicate that they're disabled.
Levels	The levels feature is a part of segregation of duties and users can assign user access down to individual record level. E: Edit permissions. W: Work with permissions. You can also set exact permission e.g. work with only level 12. In the main menu, these are read-only. These properties are set in the footer of the options pane.
Options	The security status for each option is displayed. For actions, these are enabled or disabled, for fields these are: No Access: Access is denied. View Access: User is given read-only access. Full Access: User is given full read/write access. To change the security status for an option: Click the current status then select the status required. The levels properties are set in the footer of this pane.