User & Presenter Profiles

This document outlines how to add and manage people's profiles through User / Presenter Profile Administration.

Profile Types

General (Person) Profile

User

Presenter

Facilitator

  1. Add User to Create Profile

  1. Active / Inactive User: Toggle button to make the user active or inactive
  2. User Image: Click on the image icon to add User image
  3. Fill out remaining information for the user and select Save.

  1. You can add additional profiles to the user that you created.

User Profile

  1. Active/Inactive: Inactive profiles mean they cannot be accessed by the user or assigned to a visit, but will still appear in reports
  2. Access Level: Select the access in which you want the users to have inside the Nexus Scheduler
  3. Site Access: Select the sites where this user can be assigned as Briefing Manager
  4. Preferred Language: Choose the preferred language of the user
  5. Preferred Date Format: This is the way the date format with show for this user
  6. Preferred Time Format: Choose either between AM/PM and 24 Hours
  7. Business Unit: Select the region in which the users business unit is in
  8. Sales Region: This is the region where the user works in or manages

Presenter Profile

  1. Active/Inactive: Inactive profiles mean they cannot be accessed by the user or assigned to a visit, but will still appear in reports
  2. Speaker Class: Associated class the speaker is associated with
  3. Proficient Languages: Language in which the user is proficient in
  4. Linked Topics: Topics that are linked to this user

  1. Add User Profile: Allows you to create a user. You will then set their profile type, access level, site access and user role
  2. Profile Type: Filter users by profile type
  3. Access Level: Filter Users by Access level
  4. Site Access: Filter by Site Access
  5. User Role: Filter by User Role
  6. Active Status: Allows you to filter user that are either active or inactive