Creating a user profile

User Profiles

Creating a User Profile. 1

Select System Maintenance > User Profile

· Select Click here to enter new user profile

· Enter Title e.g. Supervisor.

· Enter Caption e.g. Supervisor.

· Enter Viewable history (months). This restricts how much historical data a user may access.

· Enter Updateable history (days). This restricts how much historical data a user may update.

· Place a tick in the boxes of each function for the Profile to access.

· Click Insert.

· A User Profile Inserted message will be displayed.

Select System Maintenance > User Profile

· Select Profile to update or amend

· Update Title, Caption, Viewable history (months) and Updateable history (days) as required.

· Add a tick in the boxes of each new function for the Profile to access.

· Remove a tick in the boxes of each function for the Profile to not have future access.

· Click Update.

· A User Profile Updated message will be displayed.

Select System Maintenance > User Profile

· Select User Profile to amend and copy to a new profile.

· Enter new Title e.g. Overtime Authoriser Test

· Enter new Caption e.g. OT Auth Test

· Enter new Viewable history (months) if required. This restricts how much historical data a user may access.

· Enter new Updateable history (days) if required. This restricts how much historical data a user may update.

· Uncheck boxes where the new profile will have no access.

· Place a tick in the boxes of each new function for the new Profile to access.

· Click Insert.

· A User Profile Inserted message will be displayed.

Select System Maintenance > User Profile

· Select Profile to delete

· Click Delete.

· A User Profile Deleted message will be displayed