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How to: Create Profiles

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

  1. Choose Departments, choose Administration, and then choose RoleTailored Client.

  2. Choose Profiles.

  3. In the ribbon, choose New to open the New Profile Card window.

  4. In the Profile ID field, enter a name that describes the role of the users you will assign to this profile.

  5. In the Description field, enter a description of the Profile ID, such as Order Processor.

  6. In the Role Center ID field, select a Role Center.

  7. If you want to make this Role Center the default Profile, select the Default Role Center check box.

  8. Choose OK.