Understanding User Profiles in EveryAction
User Profiles Overview
User Profiles give administrators an easy way to assign the same group of permissions or capabilities to multiple users at once. If you have an administrative role in your organization, you may be able to assign pre-set User Profiles to your users and create or edit custom ones. User Profiles control how users interact with records — such as editing and searching — but not which records they can access.
Keeping user permissions consistent across your team is one of the most time-consuming parts of account management. User Profiles make it faster and more reliable: configure access once, apply it to everyone in the same role, and update the whole group in one step whenever something changes. Pre-set profiles are named by the packages your organization has purchased, so you can always tell what level of access each profile represents.
User Profiles are also hierarchical — you can only manage profiles with fewer permissions than your own. This keeps your organization's data safe by preventing users from granting themselves or others elevated access.
Administrators use User Profiles when onboarding new team members, adjusting access as roles change, and making sure the right people have the right tools. You configure the profile once, apply it to users, and you're done.
Use the sections below to understand how User Profiles work, then follow the linked articles when you're ready to take action.
What This Feature Helps You Do
- Assign the right level of access to each person on your team
- Apply permissions to groups of users at once instead of one at a time
- Maintain consistent access controls across your entire organization
- Keep sensitive data and tasks protected from users who don't need that access
How This Feature Supports Your Work
| What the Feature Does | Why It Helps You | Real-World Use Case |
|---|---|---|
| Groups permissions into named profiles | Saves time — no need to configure each user account individually | An admin creates a Staff profile and applies it to the whole team at once |
| Controls access to editing, searching, and specific tasks | Helps protect sensitive data by limiting what each user can do | Users who need to export data get a profile with export access; others don't |
| Applies a hierarchy between profiles | Prevents users from granting themselves or others elevated access | A staff-level admin can create users below their permission level, but not above |
| Offers _Staff variants for each profile combination | Lets you share administrative capability without losing full control | A senior staff member gets the _Staff version — same access as yours, but they can't edit your account |
Is This Feature Right for Me?
- You are an administrative user responsible for setting up or managing other users
- You need to control which tools and capabilities different team members can access
- Your organization has multiple people who need consistent, repeatable permission settings
Feature Availability
- Available to administrative users in EveryAction
- Users who log in at app.everyaction.com cannot create or apply User Profiles; they can assign pre-set User Roles instead.
- You can only administer User Profiles with fewer permissions than your own profile
Not quite what you were searching for?
Navigate back to the User Access Resource Index.
How do I set up User Profiles in EveryAction? | What is a User Profile in EveryAction? | How do User Profiles control access in EveryAction? | What is the difference between a User Profile and a User Role in EveryAction? | How do I manage user permissions in EveryAction? | Why can't I edit a user in EveryAction? | Who can create User Profiles in EveryAction?