Custom Security Profiles allow you to assign different permissions to a user based on meeting type. This is useful when a user needs varying levels of access across boards, committees, or workflows.
Custom Security Profiles are layered on top of a user’s primary Security Profile and override permissions for the selected meeting types. They are managed at the user level, allowing you to fine-tune access without creating new system-wide roles. For example, a user can be a Standard User for most meeting types but have Agenda Manager access for a specific board.
This article explains how to add, edit, and delete Custom Security Profiles on a user account.
Important Notes
Custom Profiles override primary Security Profile permissions for the selected meeting types.
For an overview of how Security Profiles and Custom Profiles work, see the Security Profiles and Custom Profiles Overview article.
The steps in this article will show you to manage Custom Security Profiles for an existing user. The Add a Custom Security Profile instructions can also be applied when adding a new user to the system.
Add a Custom Security Profile
Sign in to your solution if you have not already
Navigate to the User Menu, then select the Settings option:
Click the User and Global Settings tile:
Click the Users tile:
Click the Edit tool (purple pencil icon) to the right of the user whose Custom Profiles you wish to manage:
Navigate to the Meetings section:
Locate the Custom Profiles subsection and click the Add Custom Profile button:
Fill in the Add Custom Profile information fields:
Select Meeting Type(s): Select the Meeting Type you wish to have this Custom Profile apply to
Security Profile: Select an existing Security Profile to use as the basis for this Custom Profile
Access All Items: Check or uncheck this box to indicate whether the user should have access to all items for the selected meeting type
Click the Add Custom Profile button:
Click the Save Changes button in the upper-right corner of the User Details page:
The Custom Profile has been added
Edit a Custom Security Profile
Sign in to your solution if you have not already
Navigate to the User Menu, then select the Settings option:
Click the User and Global Settings tile:
Click the Users tile:
Click the Edit tool (purple pencil icon) to the right of the user whose backup approvers you wish to manage:
Navigate to the Meetings section:
Locate the Custom Profiles subsection and click the Edit tool (purple pencil icon) to the right of the Custom Profile you wish to update:
Update the Edit Custom Profile information fields as desired:
Select Meeting Type(s): Update the Meeting Type you wish to have this Custom Profile apply to, if needed
Security Profile: Select a different Security Profile to use as the basis for this Custom Profile, if needed
Access All Items: Check or uncheck this box to indicate whether the user should have access to all items for the selected meeting type, as necessary
Click the Save Changes button:
Click the Save Changes button in the upper-right corner of the User Details page:
The Custom Profile has been updated
Delete a Custom Security Profile
Sign in to your solution if you have not already
Navigate to the User Menu, then select the Settings option:
Click the User and Global Settings tile:
Click the Users tile:
Click the Edit tool (purple pencil icon) to the right of the user whose Custom Profiles you wish to manage:
Navigate to the Meetings section:
Locate the Custom Profiles subsection and click the Delete tool (red trash can icon) to the right of the Custom Profile you wish to remove:
Click the Delete Custom Profile button on the pop-up that appears to confirm the deletion:
Click the Save Changes button in the upper-right corner of the User Details page:
The Custom Security Profile has been deleted