You use profiles to link Role Centers to users. If you create a new profile, then the users that you add to this profile must have roles (that is, database permissions) that are consistent with the corresponding Role Center.
To create a profile
Choose Departments, choose Administration, and then choose RoleTailored Client.
Choose Profiles.
In the ribbon, choose New to open the New Profile Card window.
In the Profile ID field, enter a name that describes the role of the users you will assign to this profile.
In the Description field, enter a description of the Profile ID, such as Order Processor.
In the Role Center ID field, select a Role Center.
If you want to make this Role Center the default Profile, select the Default Role Center check box.
Choose OK.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |