IDE Services Cloud Help

Assign profiles

IDE Services provides you with several ways to assign profiles to existing users:

  • Assign a single profile to several users from the Users page

  • Assign a single profile to users or groups from Profile details

  • Assign one or several profiles to the same user

  • Synchronize user groups configured on the identity provider's side (Okta, Microsoft Entra ID, Google, and so on) with profiles in IDE Services

Users page: Assign a profile to several users

  1. Open the Users page.

  2. Using checkboxes, select several users in the table and click Assign profile.

    Assign a profile to several users from the Users page
  3. In the Assign Profile dialog, select the desired profile from the list and click Assign.

    The Assign Profile dialog

Profile details: Assign a profile to users or groups

  1. On the Profiles page, click the name of the profile you want to edit.

  2. In the top right corner of the screen, click the link showing the number of profile users.

    Go to the list of profile users

    IDE Services will redirect you to the page with a list of users and groups that have the current profile assigned.

  3. Click the Assign button.

    View the list of profile users
  4. In the dialog that opens, use the search field to find the required users quickly. Click Assign next to the name of a user or group to assign the profile.

    Assign a profile to users from the profile details

    Close the dialog when you're ready.

User details: Assign one or several profiles to one user

  1. Open the Users page and click the user's name.

  2. In the editor that opens, click Assign profile and select the necessary profile from the list.

    Assign one or several profiles to the same user

    If necessary, assign more profiles to the user by repeating the operation.

  3. Click Save changes on the banner.

Last modified: 18 October 2024