---
title: Create user security profiles
description: Security profiles determine what areas of ParagonERP a user can access, and what they can do within each module.
---

[Skip to content](https://support.paragon-erp.com/create-user-security-profiles#main-content)

English

Show submenu for translations

[![paragon logo-1.png\]](https://support.paragon-erp.com/hs-fs/hubfs/paragon%20logo-1.png?width=240&height=75&name=paragon%20logo-1.png)](https://support.paragon-erp.com/?hsLang=en)

- [New Ticket](https://share-eu1.hsforms.com/1PiwaZCxTRpabuHVnQxGeXQc751y)
- [Tickets](https://help.paragon-erp.com/tickets)
- [Knowledge Base](https://support.paragon-erp.com/)
- [Sign out](https://20488534.hs-sites.com/_hcms/mem/logout)

Open main navigation

Close main navigation

- [New Ticket](https://share-eu1.hsforms.com/1PiwaZCxTRpabuHVnQxGeXQc751y)
- [Tickets](https://help.paragon-erp.com/tickets)
- [Knowledge Base](https://support.paragon-erp.com/)
- [Sign out](https://20488534.hs-sites.com/_hcms/mem/logout)
- English
  
  Show submenu for translations
- [Go to website](https://www.paragon-erp.com/)

[Go to website](https://www.paragon-erp.com/?hsLang=en)

 Welcome! Search our Knowledge Base.

- There are no suggestions because the search field is empty.

1. [ParagonERP](https://support.paragon-erp.com/?hsLang=en)
2. [Configuring Paragon](https://support.paragon-erp.com/configuring-paragon?hsLang=en)
3. [User Management & Access](https://support.paragon-erp.com/configuring-paragon?hsLang=en#user-management-access)

July 22, 2026

# Create user security profiles

### **Introduction**

This document explains how to create and maintain user security profiles. Once your profiles are set up, you can assign them to [users](https://support.paragon-erp.com/creating-a-user?hsLang=en).

### **Process description:**

Security profiles determine what areas of ParagonERP a user can access, and what they can do within each module.

### **Step-by-step instructions:**

- #### Step 1: Access security profile setup

From any ParagonERP screen, click the **settings** button at the top right corner screen.

![](https://support.paragon-erp.com/hs-fs/hubfs/Settings%20icon-jpg-1.jpeg?width=256&height=46&name=Settings%20icon-jpg-1.jpeg)

In the settings screen, select the **user access** option from the user access card.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-40-31-5230-PM-1-1-3-1.png)

 

- #### Step 2: Add a new security profile

The left hand side shows the list of security profiles that are already set up.

To add a new security profile, click the **create new security profile** button at the top left of the screen.

 

 ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-40-32-2902-PM-1-1-3-1.png)

The following screen will appear.

 

 ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-40-30-8291-PM-1-1-3-1.png)

Add your **profile name** and **description**.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-40-29-1322-PM-1-1-3-1.png)

 

Since this is a new security profile, no users will be assigned to the profile yet. You will able to assign users once your new profile has been created and saved.

 

- #### Step 3: Set permissions

Access can be granted to an entire module or to only specified security elements within a module.

Choose a module and then check the **access** checkbox next to the module to allow full access to that module and all of its security elements.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-40-27-4810-PM-1-1-3-1.png)

 

If users assigned to this security profile are to have no access to a module, do not check the module access box. If the module access box is not checked, the entire module will be invisible when users log in.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-40-33-7759-PM-1-1-3-1.png)

 

If users are to have limited access inside of a module, check the **access** box next to the module and the boxes next to each required security element. The security module access will make the section of Paragon visible or invisible for the user.

Limited access is granted via the **access level** for each module section.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-40-28-3168-PM-1-1-3-1.png)

There are four types of access levels in Paragon.

1. **View -** Allow the user to view the element but they will not be able to edit.
2. **Edit -** Allow the user to view and update the module section. They cannot create or delete anything, but can update what's already there.
3. **Create -**  Allow the user to create and update what's inside the module.
4. **Delete -**  Allow the user to create, update and delete what's inside the module. This is the highest level of security a user can have.

Set the access level for each module and security element within Paragon for the security profile that you are building.

 

- #### Step 4: Save permissions and log out

After you have created your security profile, click the **save** button. You will then be prompted to log out and back in again.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-40-29-9802-PM-1-1-3-1.png)

 

### Copy or delete user profiles

Users can often share similar security access within ParagonERP. Click on the **clone profile** action button at the bottom of the screen to copy any existing user profile to be used as a starting point for a new one.

Click on the **delete profile** button to delete unused or obsolete profiles.

 

![](https://support.paragon-erp.com/hs-fs/hubfs/image-png-Jul-29-2025-06-55-43-7634-PM.png?width=670&height=464&name=image-png-Jul-29-2025-06-55-43-7634-PM.png)

 

### What's next?

When you log back in, you will be able to assign users to your new security profile. Check out our article on [creating users](https://support.paragon-erp.com/creating-a-user?hsLang=en).

 

 

 

 

- [Paragon Basics](https://support.paragon-erp.com/paragon-basics?hsLang=en#main-content)

    - [Paragon Modules & Features](https://support.paragon-erp.com/paragon-basics?hsLang=en#paragon-modules-features)
    - [Basic use Paragon](https://support.paragon-erp.com/paragon-basics?hsLang=en#basic-use-paragon)
    - [Advanced use Paragon](https://support.paragon-erp.com/paragon-basics?hsLang=en#advanced-use-paragon)
    - [Paragon policies](https://support.paragon-erp.com/paragon-basics?hsLang=en#paragon-policies)
    - [Customer](https://support.paragon-erp.com/paragon-basics?hsLang=en#customer)
- [Configuring Paragon](https://support.paragon-erp.com/configuring-paragon?hsLang=en#main-content)

    - [Basic Settings](https://support.paragon-erp.com/configuring-paragon?hsLang=en#basic-settings)
    - [Advanced Settings](https://support.paragon-erp.com/configuring-paragon?hsLang=en#advanced-settings)
    - [My Company Settings](https://support.paragon-erp.com/configuring-paragon?hsLang=en#my-company-settings)
    - [User Management & Access](https://support.paragon-erp.com/configuring-paragon?hsLang=en#user-management-access)
    - [Import & Export](https://support.paragon-erp.com/configuring-paragon?hsLang=en#import-export)
    - [Attributes](https://support.paragon-erp.com/configuring-paragon?hsLang=en#attributes)
    - [PDF Templates](https://support.paragon-erp.com/configuring-paragon?hsLang=en#pdf-templates)
    - [Configuring - Aloha](https://support.paragon-erp.com/configuring-paragon?hsLang=en#configuring-aloha)
    - [Product](https://support.paragon-erp.com/configuring-paragon?hsLang=en#product)
    - [Associations](https://support.paragon-erp.com/configuring-paragon?hsLang=en#associations)
- [Purchase](https://support.paragon-erp.com/purchase?hsLang=en#main-content)

    - [Vendor & Product](https://support.paragon-erp.com/purchase?hsLang=en#vendor-product)
    - [Purchase Order](https://support.paragon-erp.com/purchase?hsLang=en#purchase-order)
    - [In Transit & Receiving](https://support.paragon-erp.com/purchase?hsLang=en#in-transit-receiving)
    - [Vendor Invoicing](https://support.paragon-erp.com/purchase?hsLang=en#vendor-invoicing)
    - [Vendor](https://support.paragon-erp.com/purchase?hsLang=en#vendor)
- [Manufacturing](https://support.paragon-erp.com/manufacturing?hsLang=en#main-content)

    - [Work Orders](https://support.paragon-erp.com/manufacturing?hsLang=en#work-orders)
    - [Bill of Materials](https://support.paragon-erp.com/manufacturing?hsLang=en#bill-of-materials)
    - [material](https://support.paragon-erp.com/manufacturing?hsLang=en#material)
- [Inventory](https://support.paragon-erp.com/inventory?hsLang=en#main-content)

    - [Warehouse Management](https://support.paragon-erp.com/inventory?hsLang=en#warehouse-management)
    - [Inventory Adjustment](https://support.paragon-erp.com/inventory?hsLang=en#inventory-adjustment)
    - [Inventory Value](https://support.paragon-erp.com/inventory?hsLang=en#inventory-value)
    - [Inventory Transfer](https://support.paragon-erp.com/inventory?hsLang=en#inventory-transfer)
    - [Picking](https://support.paragon-erp.com/inventory?hsLang=en#picking)
    - [Packing](https://support.paragon-erp.com/inventory?hsLang=en#packing)
- [Sales](https://support.paragon-erp.com/sales?hsLang=en#main-content)

    - [Sales Order](https://support.paragon-erp.com/sales?hsLang=en#sales-order)
    - [Reservations](https://support.paragon-erp.com/sales?hsLang=en#reservations)
    - [Returns](https://support.paragon-erp.com/sales?hsLang=en#returns)
    - [Invoicing](https://support.paragon-erp.com/sales?hsLang=en#invoicing)
- [Finance](https://support.paragon-erp.com/finance?hsLang=en#main-content)

    - [Financial Settings](https://support.paragon-erp.com/finance?hsLang=en#financial-settings)
    - [GL Mapping](https://support.paragon-erp.com/finance?hsLang=en#gl-mapping)
    - [Journal Entries](https://support.paragon-erp.com/finance?hsLang=en#journal-entries)
- [Reports](https://support.paragon-erp.com/reports?hsLang=en#main-content)

    - [Financial Reporting](https://support.paragon-erp.com/reports?hsLang=en#financial-reporting)
    - [WIGO](https://support.paragon-erp.com/reports?hsLang=en#wigo)
- [Integrations](https://support.paragon-erp.com/integrations?hsLang=en#main-content)

    - [QuickBooks](https://support.paragon-erp.com/integrations?hsLang=en#quickbooks)
    - [Minox](https://support.paragon-erp.com/integrations?hsLang=en#minox)
    - [Shopify](https://support.paragon-erp.com/integrations?hsLang=en#shopify)
    - [2Ship](https://support.paragon-erp.com/integrations?hsLang=en#2ship)
    - [Mobile](https://support.paragon-erp.com/integrations?hsLang=en#mobile)
    - [Google](https://support.paragon-erp.com/integrations?hsLang=en#google)
- [Release Notes & Rules](https://support.paragon-erp.com/release-notes-rules?hsLang=en#main-content)

    - [Rules](https://support.paragon-erp.com/release-notes-rules?hsLang=en#rules)
    - [Release Notes](https://support.paragon-erp.com/release-notes-rules?hsLang=en#release-notes)
- [Transactions](https://support.paragon-erp.com/transactions?hsLang=en#main-content)

    - [Receive Payment](https://support.paragon-erp.com/transactions?hsLang=en#receive-payment)
    - [Transaction Basics](https://support.paragon-erp.com/transactions?hsLang=en#transaction-basics)
    - [Quote](https://support.paragon-erp.com/transactions?hsLang=en#quote)
    - [Sales Order](https://support.paragon-erp.com/transactions?hsLang=en#sales-order)
    - [Make Payment](https://support.paragon-erp.com/transactions?hsLang=en#make-payment)
    - [Credit](https://support.paragon-erp.com/transactions?hsLang=en#credit)
    - [Invoice](https://support.paragon-erp.com/transactions?hsLang=en#invoice)

[![Logo for ParagonERP](https://support.paragon-erp.com/hs-fs/hubfs/paragon%20logo.png?width=401&height=126&name=paragon%20logo.png "Logo for ParagonERP")](https://www.paragon-erp.com?hsLang=en)

We do our utmost to share all relevant information for our customers here. Still missing the answer to a question? Then please contact support.

<https://www.linkedin.com/company/paragonerp/posts/?feedView=all>

Copyright © 2026, ParagonERP