--- title: "User Limit-To Profiles" slug: "user-limit-to-profiles" updated: 2026-07-20T19:01:37Z published: 2026-07-20T19:01:37Z canonical: "help.idibilling.com/user-limit-to-profiles" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # User Limit-To Profiles By assigning User Limit-To Profiles (ULTs), you can control, or limit, who has access to specific customers. These Limit-To's can be set by: - Sales Channels - Account Types - Markets A limit-to restricts access to customers in a customer search and any drop-down lists. #### Adding/Editing/Deleting To add a new User Limit-to Profile: 1. Open Admin Console and access **Security > Profiles**. 2. Double-click **User Limit To Profiles**. This displays the User Limit To Profiles window. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/67786.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A39Z&se=2026-11-14T12%3A03%3A39Z&sr=c&sp=r&sig=Vja0fRsGik68J4zpCHrG62DcMiXWq5eP%2BKRx4bvVzjs%3D) 3. Right-click in the left pane and select **New**. This displays the New Profile window. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/67793.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A39Z&se=2026-11-14T12%3A03%3A39Z&sr=c&sp=r&sig=Vja0fRsGik68J4zpCHrG62DcMiXWq5eP%2BKRx4bvVzjs%3D) 4. Enter a Name for the profile and enter a Description if you choose. 5. Use the following Limit-To Profiles table to help you set up a new profile or edit an existing one. | Name | Assign a name to the profile | required | | --- | --- | --- | | Description | Provide a description if you choose | optional | | Sales Channel | - Select a specific Sales Channel from the selector box OR - Select the check box for ***Use Sales Channel Associated with User*** | optional If none is selected, the user Limit-To profile will not limit the user by any sales channel. > [!NOTE] > Note > > The Sales Channel table must be completed in order to limit by Sales Channel (Applications > Customer Management > Sales Channels). | | Account Types | Select none, or one or more Account Types. | - If no Account Types are specified, the user is able to view all account types in search results and drop-downs. - If at least one Account Type is specified, searches and drop-downs using the user Limit-To profile will filter results based on the user's profile. | | Markets | Select none, or one or more Markets. | - If no Markets are specified, the associated user will be able to view all markets in search results and drop-downs. - If at least one Market is specified, searches and drop-downs using the user Limit-To profile will filter results based on the user's profile. | 1. Click **Save** and **Close** to continue. If you try to close this window without saving changes, a confirmation window alerts you that your changes will not be saved. *Notes:* *Accounts must meet ALL User Limit-To properties for the user to be able to view the account. For example, if the profile has the account type of "Test_Account_Type" selected and the Market "Test" selected (and nothing else), the user can view only Test accounts in the Test Market.* *Selecting all Account Types and all Markets is the same as selecting none.* *There is a parameter in Config Console that allows a user who is performing a POS Front Office transaction (make sale, sales requests, tender payment, equipment swap) to search and select a customer to sell to -- regardless of any configured ULT. This* override *was designed to allow the acceptance of a bill payment from a customer -- even though the user cannot access the customer information from the IDI platform. (wireless only)* To Edit a User Limit-to Profile: 1. Left-click the profile name in the left pane of the User Limit-to Profile window. 2. Make your edits, referring to the the above User Limit-To Profiles table. 3. Click **Save** then **Close**. To Delete a Limit-to Profile: - Right-click in the profile list area and select **Delete**. > [!NOTE] > Note > > A profile cannot be deleted if it is assigned to a user. #### Interpreting a Limit to Profile Here is the Profiles tab for a user who is assigned to the "Test" User Limit-to Profile. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/67798.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A39Z&se=2026-11-14T12%3A03%3A39Z&sr=c&sp=r&sig=Vja0fRsGik68J4zpCHrG62DcMiXWq5eP%2BKRx4bvVzjs%3D) The "Test" ULT limits access to Lifeline Account Types and the IDI Telecom Market. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/67789.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A39Z&se=2026-11-14T12%3A03%3A39Z&sr=c&sp=r&sig=Vja0fRsGik68J4zpCHrG62DcMiXWq5eP%2BKRx4bvVzjs%3D) - There are no Sales Channel limits on this ULT, so all Lifeline IDI Telecom accounts can be viewed, regardless of their Sales Channel. - A customer search by this user will NOT display any customers with a Lifeline account type nor any customers in the Excelsior Communications Market. - The drop-down list on the Customer Search window will only display IDI Telecom. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/67797.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A39Z&se=2026-11-14T12%3A03%3A39Z&sr=c&sp=r&sig=Vja0fRsGik68J4zpCHrG62DcMiXWq5eP%2BKRx4bvVzjs%3D)