What is a user profile?

Before creating or modifying your users, learn what a profile is and discover how it structures access to pages as well as the features available on the platform.

Table of contents

Understand user profiles

Use user profiles

Configure user profiles

Best practices

Understand user profiles

Overview of user profiles

User profiles segment access rights to pages and features, according to your internal structure (roles, teams, departments, regions, partners, etc.). They manage permissions by clearly distinguishing viewing rights from admin rights on the platform.

In the SatisFactory platform, a profile is assigned to each user group to adapt access rights to their context (role, department, brand, region, etc.).

Therefore, for each new user created on the platform, it is necessary to assign the profile that best matches their role within the organization.

Beyond this automatic categorization, profiles also allow you to restrict access to tools and data related to specific platform features.

There are 2 profile categories:

Detailed overview of user profiles

While the interface natively includes viewer profiles and administrator profiles, the platform also offers flexible custom configuration.

Therefore, you can, independently or with SatisFactory support, create specific user profiles to perfectly align platform user permissions with their respective scope of action.

Use user profiles

By providing flexibility and security in access to your platform data, user profiles are essential levers to:

Secure access management

• Restrict access to sensitive or strategic pages based on the assigned profile
• Limit access to advanced data or global platform settings to administrators only
• Prevent unintended actions by filtering available features according to responsibilities

Structure platform management

• Define administration profiles adapted to different responsibility levels (headquarters, regional managers, project managers, etc.)
• Organize right management by segmenting advanced rights: customer responses, social media integration, technical settings, etc.
• Control access to critical features such as data export

Optimize navigation and team efficiency

• Precisely align each user group's rights with their operational scope
• Simplify onboarding by displaying only pages, views, and tools relevant to business needs
• Reduce information overload by hiding out-of-scope features
• Streamline daily operations (alert processing, results review, survey management)
• Create specific profiles for teams requiring a particular scope of action (CRM, quality, support, leadership, etc.)

Support user administration and staff changes

• Ensure fast and consistent assignment of the correct profile when creating user accounts
• Standardize settings to guarantee a consistent experience between new and existing employees
• Support team autonomy by encouraging local analysis and management for each entity
• Facilitate internal audits by maintaining a clear view of rights associated with each profile type

Configure user profiles

Access profile management

From the platform's administration center, you can create, modify, and delete the profiles of your account.

⚠️ The administration area is only accessible to users whose profile holds administrator privileges ("Manage").

To do this, from the platform's left sidebar, access the administration center by clicking on the "Administration" tab.

Then, in the administration center's left sidebar, expand the "Users and roles" section, then click on the "Profiles" sub-section.

Manage profiles

Master the creation, modification, and deletion of user profiles (and their associated rights) on your account by consulting our dedicated article: Manage user profiles.

Best practices

Define profiles based on global scopes of action, not individuals

Before creating a new user profile, check that it corresponds to a clearly identified business role (examples: Regional Manager, Quality Manager, CRM Team, etc.). Creating a profile for an isolated user quickly leads to duplicates and complicates the management of access rights to platform features.

Limit rights to the strict necessary

For management in accordance with GDPR, apply the "least privilege" principle: a user should only access the pages, data, and features essential to their mission. This strengthens security while facilitating daily navigation.

Centralize profile management

Designate a single person (or team) dedicated to supervising all user profiles to effectively steer everyone's authorizations.

In the event of personnel movement, anticipate the transfer of administration rights before any departure so as not to lose control of your account.

Standardize profile naming

Use an explicit nomenclature for your user profiles (example: "Consultation - North Region", "Administrator - HQ", "Retail Manager"). This facilitates understanding, maintenance, and diagnosis in the event of access errors.

Systematically test a profile before its deployment

Using the "Login as" button available in the "Users" tab of the administration center, you can easily verify the consistency of the rights assigned to a user profile.

A simple test secures appropriate access to data.

Regularly review existing profiles

Organizations evolve: new teams, expanded scopes, restructurings, etc.

Plan a semi-annual audit of profiles and their rights to ensure they remain up-to-date and adapted to the evolving needs of the business.

For further assistance or to report a specific issue, please contact our Support team.