System Administration

We need Profiler to be able to create external users and put them into groups. To do this – inside Profiler go to Setup > System Wide Settings and scroll down to “Use Microsoft 365 Single Sign-On for Authentication” – there is a link to this option titled “setup permissions…

Profiler 9.2.1 supports the storing of the COVID-19 vaccination information as this may be required for volunteers/staff/clients within your Profiler system. This information is deemed highly sensitive and you may wish to restrict your Profiler users on those who can Read (See the entered information), Write (add information) or Read/Write…

You can set the default font when composing emails across the system by going to Setup > System Wide Settings In the Default Email Font drop-down select the font you wish to use as your default font for any email composition When you have set the font you want, scroll…

You can add a system wide notification for your Profiler system to be displayed at the top of all the screens. This can be handy for distributing short/quick information. To add or remove a message at the top of the screen go to Setup > System Wide Settings In the…

We recommend for your organization to use an enterprise Single Sign On for access to Profiler. This could be Office 365 / Microsoft Azure or Google Apps etc. Enabling Single Sign On To enable SSO go to Setup > System Wide Settings In the General Option sections – tick the…

By default when a client is made inactive, a snap shot of their subscriptions to mailing lists will be kept. This KB article shows you how to set the client mailing list subscription for the subscribed lists to “Never” when the client is made inactive. To set this option go…

If you wish one of your Profiler Users to have access to the Browse List system (but not the Utilities or Reports Section) you can do this on the user logon in question. From Setup > User Management you can edit the user you wish to give access to the…

If you wish to have user(s) informed whenever a detail is changed on any of your Bank Accounts or Payment Gateways you can set up this feature. Under Setup > System Wide Settings in the Organisation Settings area you can set the Finance Administrator Email field. Upon any change in…

You can define Email Addresses that are sent from Profiler under Setup > Generic Setup > Email Addresses You can set the default email address that some applications will send from. You can set these details at the top of the screen and click Save Changes Email Friendly Name –…