How To: Edit a Profile

WARNING: Only users with System Administrator rights are able to edit profiles
  1. Open a System Data screen (show me how).
  2. Double click on [ Others | Users ].
  3. Right click on the grid and select Define Profiles from the context menu.
  4. Select 'Yes' to the warning displayed.
  5. In the Profile Management dialog select the profile to be amended.
  6. In the [ Screens ] tab, drag and drop screens required for the profile from the Available Windows grid into the Enabled Windows grid.
  7. Uncheck the visible tabs and visible detail tabs that are not required for the profile for every enabled screen.
  8. In the [ Command Window ] tab, check the Command Window options that are required for the profile.
  9. In the [ Invoice Mgr ] tab, check the stages that are required for the profile.
  10. In the [ CRM Types ] tab check all the CRM Types that will be blocked for this profile.
  11. Select 'OK'.

Note: the currently logged in user can change their details apart from their user name, if the user has permission to edit Users.

See Also

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