How do I find which profiles have been assigned to a sales user?

This article describes how you can look up profiles that have been assigned to particular user.

This is especially useful in cases where a sales user account needs to be deleted and the list of profiles needs to be reviewed prior to transferring to another sales user.

From menu bar, go to Profiles -> File Export/Mail Merge.

From menu bar, go to Profiles -> File Export/Mail Merge.

This opens the Mailing Wizard screen. If you are only searching for Company profiles, then only tick "Companies". Click Next.

This opens the Mailing Wizard screen. If you are only searching for Company profiles, then only tick "Companies". Click Next.

Click Next.

Click Next.

Click X button to bring up the User assignment list.

Click X button to bring up the User assignment list.

From the available users on the right, highlight the sales user and drag it to the left. Then click OK.

From the available users on the right, highlight the sales user and drag it to the left. Then click OK.

For example, if you are looking for profiles linked to user "sales.cc" so you need to drag this user to the "Assigned" side.

Click Next to continue.

Click Next to continue.

Click Next.

Click Next.

Click Next.

Click Next.

Click Next.

Click Next.

Search result appears.

Search result appears.

In this example, you can see that 3 profiles had been assigned to user "sales.cc"

If you would like to extract the list, right-click on the header. Then select Export to Excel.

If you would like to extract the list, right-click on the header. Then select Export to Excel.

The list has been extracted to Excel.

The list has been extracted to Excel.

Back to the protel wizard screen, you can also view a profile. Right-click on a record then select 'View Profile'.

Back to the protel wizard screen, you can also view a profile. Right-click on a record then select 'View Profile'.

Profile is opened. Go to the Sales Data tab. You can see the sales user assigned.

Profile is opened. Go to the Sales Data tab. You can see the sales user assigned.

If you need to change the user assignment, it can be done here.

If you need to change the user assignment, it can be done here.

Back to the wizard screen, click on Next to continue.

Back to the wizard screen, click on Next to continue.

You also have the option to change the assignment of the sales user here.

You also have the option to change the assignment of the sales user here.
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