Permissions are required to work in the Setup.Create one profile that can be used, managed, and updated for different locations instead of creating many identical profiles for many locations.
If you have a multi-location organization, and you have profiles that are the same for several or all locations, you can make a regional or organization profile. This is one profile that exists in those locations and can be assigned to users. The advantage is that there is only one profile to create and manage.
Permissions are required to work in the Setup.
In the application go to Setup > Company Setup > Security, click on Profiles.
Select the Region from the list. The profile will apply to all locations in the region. For example, if Main Region is selected, the profile will exist in East, Headquarters, and West locations.
Click New.
Enter a descriptive name for the profile. Check Organization Profile... check box. Keep the Type as User.
Click the Next tab.
For each object in the Page Layout Assignment, select which page layout the user in the profile will use by default when they view the information for that object. You can always use the default layout if you want.
Click the Next tab.
Select which applications the profile will have access to. At least one application must be selected. Select one application to be the default application, which is what will be selected for the user when they log in.
Click the Next tab.
Next, for each section of the application, you need to set Permissions for what the user can do when working in the application. For example, can they see but not change accounts? Can they send email? Can they add new contacts? Can they create new objects?
Select the application or service.
Set the permissions for the object, activity, function, or service.
Click the Next tab.
Set the Access Restrictions for the profile. This determines when, for how long, and from where (by IP or internet address) the profile will have access to the application. By default the profile will have access to the application all of the time, from any IP address (any internet connected computer or device). If the Login Hours, Login Dates Range, or Login IP Range are left blank or empty, then there is no restriction on access. When you enter any information, then access is restricted according to what you enter. For example, if you enter the times Monday 7:00 AM to 7:00 PM, but no other days or times, then access is restricted to that one day during those times (and you will probably want to add more days and times). If you left all Login Hours fields set to "None", access would be any day at any time.
Click the Save button to finish, or Cancel to return to the Profiles list without saving any information or changes.
When changes are made to a profile, those changes will be applied to all of the users in the profile. Because it is a multi-location profile those changes will be for all locations and users where the profile exists.
From the application Setup > Company Setup > Security, click on Profiles.
Select the Region from the list.
Click on the name of the profile that you want to edit.
Select your tabs and make any changes.
Click the Save button to finish, or Cancel to return to the Profiles list without saving any information or changes.
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