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How can I create a custom profile in Buk?

Updated

You can create a custom profile to define specific access according to your company's needs:

  1. Go toAdministration > Users and Profiles.

  2. In the Profiles tab, clickCreate profile.

3. Assign a name to the new profile.

4. Configure the permissions for each module according to the level of access you need:

  • No: No permission to view the information.
  • Yes: Permission to use the module.
  • Read: Can view information, excluding sensitive information.
  • Sensitive read: Can view all information, including sensitive payment-related data (for example, base salary, gratifications, bonuses, among others).
  • Modification: Can view and modify information.

For more details about the permissions on the platform and what each one does, you can see the article calledPermissions - Configuration and Use Manual

5.ClickSaveto finish.

6. Then, you can assign this profile to all the users you want from the 'Users' tab, within Users and Profiles.

For more detail on how permissions work, you can review the articlePermissions - Configuration and Use Manual

 

Additional considerations

  • The permissions structure is organized into Tabs, Entities (groupings) and specific Permissions, which determine the level of access and available actions:
  • The ability to edit permissions may vary depending on the plan you subscribed to (Esencial or Pro).
    To better understand this segmentation, review the article:
    How do permissions work according to the subscribed plan (Esencial or Pro)?


 

🤖 This article was translated using artificial intelligence. View original article.