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Læs siden på dansk A profile is a fixed package of access to your connectors, for example Bookkeeper or Marketing. You create it once and give it to the colleagues who need the same access. Then you do not have to set the access level connector by connector every time a new colleague starts. Profiles are a shortcut. You do not have to use them, and with one connector they do not add much. Access is still given per user and per connector as described under Team, users and access. A profile just makes the same choices for you.
Only administrators can see and edit profiles. A member sees Administrators only instead.

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What a profile costs

  • Creating, editing, renaming and deleting a profile is free.
  • The price depends only on how many users have access to a connector, exactly as when you give access by hand. See Price for extra users.
  • The first user on a connector is included in the price. If one colleague already has access to e-conomic, and you give a profile with e-conomic to two more colleagues, that is two extra users at 149.50 DKK/month excl. VAT each.
  • When a profile would give someone an extra user, the portal shows the amount before anything happens. Nothing is charged until you have confirmed.

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Create a profile

1

Open the Profiles tab

Open Team and choose the Profiles tab next to People and Access overview.
2

Create the profile

Click New profile, type a name, for example Bookkeeper, and click Save. Two profiles cannot have the same name.
3

Choose access per connector

The profile shows a line for each connector you subscribe to. For e-conomic and Uniconta you choose between None, Read only and Full access. For the other connectors you choose between None and Access. See Access level for e-conomic and Access level for Uniconta.
4

Save the profile

Click Save profile. The portal says Profile saved.
A profile is a complete description of a person’s access. A connector set to None in the profile is one the person does not get access to. If you buy a new connector later, it is switched off for everyone who follows the profile until you add it to the profile. Custom does not exist in a profile. If a colleague needs a hand-picked list of tools, choose it on the person’s own page. See Custom access. A profile cannot give the membership licence either. You give it on the person’s page. See Membership licence.

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Give a profile to a colleague

1

Open the person's page

Go to the People tab under Team and click the person’s name. The Profile card sits above the list of connectors. The card only shows when you have created at least one profile.
2

Choose the profile

Choose the profile under Pick a profile and click Apply the profile.
3

Confirm the price if extra users are added

If the profile gives access to connectors where the person becomes an extra user, the portal opens the Confirm an extra user window. It shows how many connectors the person gets access to and how much more it costs per month. If the profile also removes access to a connector the profile does not name, the window says so too. Click Apply the profile to confirm, or Cancel.
The person’s access is set to what the profile says, on all connectors at once. Access the profile does not give is removed. Access works within a few seconds, and the person does not need to add the connector in their AI assistant again.

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Follows or differs

The person’s page shows whether the person still has exactly the access the profile gives:
  • Follows the Bookkeeper profile: the access is the same as in the profile.
  • Differs from the Bookkeeper profile: someone has changed the person’s access by hand afterwards, for example given extra access to one connector.
The portal works this out from the person’s access every time, so the marker always matches the access the person actually has. To set the person back to the profile, click Reset to the profile. If you click Remove the profile, the person no longer follows a profile. The access is unchanged, and no access is removed.

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Colleagues with the membership licence

If you have the Consile Studio membership or the free edition, a colleague with the licence has access through the licence and not per system. A profile therefore cannot describe that colleague’s access.
  • On the colleague’s page, the Profile card says: This person holds the Studio membership licence instead of per-system access, so a profile cannot describe their access. Set the access level per system instead. The Apply the profile button cannot be used.
  • If the colleague follows a profile you edit, the colleague is not touched. The This changes access for people window mentions them, for example <name> holds the Studio membership licence, which covers the systems the membership includes, so the profile does not apply to them.
You set the colleague’s access level per system on the person’s page. See Membership licence.

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Edit a profile that colleagues follow

If you edit a profile that one or more colleagues follow, their access changes too. That is why the portal first shows the This changes access for people window, before anything is saved:
  • The window names the colleagues whose access will be changed.
  • If the change costs something, the amount per month appears, for example That adds 149.50 kr per month. Otherwise it says That costs nothing extra. Switching between Read only and Full access costs nothing.
  • If a colleague has had their access changed by hand, so they differ from the profile, they are not touched. The window mentions them too.
  • A colleague with the membership licence is not touched either. See Colleagues with the membership licence.
Click Change … people to save and change the access, or Cancel.

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Delete a profile

Click Delete on the profile, and click Delete again in the Delete the … profile? window. The profile disappears, but the colleagues who followed it keep exactly the access they have today. Nobody loses access, and the price does not change.
To remove a colleague’s access, do it on the person’s page. See Team, users and access.