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Manage Security Profiles

Assign a Security Profile to a Person​

To assign a Security profile to a person, it must already be created to be present in the choice list.

To create a Security profile, see the chapter Create a Security Profile

To assign a security profile to a person,

  • access the person's card
  • modify the card by clicking in the context menu (gray box under the search magnifying glass) then "modify person XXX"
  • click on the "pencil" icon of the "Security profile" line
  • select the desired security profile for the person
  • save modifications
Good to know

If the Security profile to assign to a person is not in the choice list, it means it is not yet created. Above this list, you can "create and associate" a new security profile: creation will then directly assign the new Security profile to the person.

Visualize Security Profiles on Plans​

To visualize security profiles on plans, from a floor plan,

  • click on the vertical "color workstations by people" icon
  • workstations of people with security profiles are colored according to their security profile
  • two or even three assignments of different security profiles on the same workstation will stripe the workstation with the colors of the security profiles of assigned people

For more information on Security profiles, see the chapter Visualize Security Profiles on Plans

List People by Security Profile​

To list people by security profile, from the left menu,

  • click on "Collaborators", "People" then "List people"
  • at the top right of the screen, click on the "Filter people" icon
  • in the "Security profile" box, choose the security profile to filter
  • the list displays only people with the selected security profile

Export People by Security Profile​

To export people by security profile, from the filtered list,

  • at the top right of the screen, click on "Download people in Excel"
  • the Excel file contains only people with the selected security profile
Good to know

You can combine multiple filters to get more precise results.