May 13, 2019 · Getting Started in BizMerlin & FAQs,
What is ‘User Profile’?
User Profile refers to the main function or level a person has in an organization. Some examples are junior developer, senior salesperson, manager. But of course, you have the flexibility to define the profiles that are relevant to your organization. However, to save you set up time, BizMerlin comes with predefined profiles that you can keep, edit or remove.
To learn more, go to “How to Set Up User Profiles”
What is ‘User Role’?
User Roles are used in the context of projects. Regardless of what profile a user has (developer, salesperson, etc), he or she can play different roles in a specific project. Some examples are Team Lead, Reviewer, Quality Assurance.
A user can be part of different projects, and play different roles in those projects.
To learn more, go to “How to Set Up User Roles”
How do the User Profile and User Role play together?
For instance, Martha is a ‘Senior Developer’ which is her user profile and plays the role of ‘Team Lead’ which is her user role for the project titled “Launch advanced search feature”. However, she plays the role of ‘Reviewer’ in another project called “Communication”
What is a ‘User Group’?
User Group is used in BizMerlin to define user access levels and permissions in the application. Who sees what, and who can edit what.
To learn more, go to “How to Set up User Groups“