Central: How to Create an Access Profile and a User for a Client

This guide provides step-by-step instructions on how to create an access profile and user for a client in Central.

1. Navigate to https://central.leanafywms.com and login if nedeed.
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2. Click on Menu

Tip: If you have already created an access profile for the client, you can jump to step 13 to create a client user.
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3. Click on "Access Control"

4. Click on "Access Profile"

Tip: We need to create an access profile to give all the required permissions to a client user on the client portal.
​Create one access profile for all the client users or different access profiles for each client if set of permissions differ for each one.
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5. Click on "New Access Profile"

6. Enter the profile name

7. Enter profile description if required

8. From the profile type dropdown, select the client user option.

9. Click on "Client" to select the required permissions.

10. Click on the toggle button to activate all the required permission(s) for your client.

Tip: You can choose to grant all permissions for a particular section by toggling the button next to the section name, which will be displayed in blue text. Alternatively, you can selectively grant permissions within that section by toggling the button as needed.
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11. Click on "Create Access Profile" button

Tip: Once an access profile is created, it's saved and can be used to create a new client user(s) in the future.
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12. Now click on Menu again

13. Click on "Client List"

14. Select the client

15. Navigate to the "Users" tab and click on the "Add User" button.

16. Enter the client user name

17. Enter the email-id.

18. Click and select the required access profile from the dropdown for that user.

19. Enter the password

20. Confirm the password and click on "Add User to {Client}" button.