UGNA Admin Only
Create / Edit Access Profile
Choose who this login belongs to, then enable only the modules and data they actually need.
1
Select account type
This loads a different safe menu and data-access preset for each account type.
Backend UserService delivery team; finance hidden by default
PartnerOwn leads/cases and own commission
BranchBranch scope; invoice rights set separately
2
Identity, role & scope
The user never sees data outside this scope.
3
Service access
A backend user can work on one or multiple services.
4
Module visibility
If OFF, the module is not rendered in that user's menu and direct page access is blocked.
5
Financial & sensitive data visibility
Module access and amount visibility are separate permissions.
6
Action permissions
Example fine-grained rights for operational control.
| Action | View | Create | Edit | Approve | Export |
|---|---|---|---|---|---|
| Lead | — | ||||
| Case | |||||
| Invoice | |||||
| Payment |