User Profiles

This section allows Admin Users to configure other User Profiles. The User Profile consists of Main Menu configurations, Toolbar configuration, Grid Column configuration, and Dashboard Favorites. The Profiles are configured and set per Module per User. User Profiles are first configured in Settings and then Users are added to them.

Creating User Profiles

To create a User Profile:

• Select the Module in which you want to create a User Profile.

Select the Module in which you want to create a User Profile.

• First configure your own account as desired - in terms of Main Menus, Toolbars, Grid Columns, and Dashboard Favorites.
• From the Main Menu go to Settings \ Maintenance \ Security \ User Profiles.

To create a new User Profile go to Settings \ Maintenance \ Security \ User Profiles. 

• In the User Profiles section, click the Plus button.

Click on the Plus button to create a new User Profile.

• Fill in the Name of the User Profile.
• Click Save.

The new User Profile has inherited the current configuration of your Account. 

All the Users added to this User Profile will inherit the same configuration.

Adding Users to User Profiles

Once a User Profile is created you can add Users to it. Users who are added to a User Profile will inherit the configuration of that User Profile. 

To add users to a User Profile:

• In the User Profiles section, select the applicable User Profile by clicking on it.
• Go to the Users section.
• Click the Plus button. 
• In the pop-up window, select Users from the list.
• Click OK.

To add users to User Profiles, select users from the list and click OK.

Adding Users in Bulk

Users can be added by User Name or Email in bulk.

To add users in bulk:

• Click the Plus button.
• In the pop-up window, click on the Filter button.
• Click on User Name and / or E-mail to see more options.

To add users by User Name or Email click on the Filter button and then on User Name or Email.

 

• Enter the list of User Names / E-mails of the IMS Users in the relevant field.
• Click the Green Arrow.

In the example below users are being added by Email:

To add users by Email, the emails they are registered in IMs with and click the Green Arrow.

Note: A list of users can also be imported from an Excel file by clicking on the Excel button under the User Name or E-mail box.

Updating User Profiles

To make changes to the configuration of an existing User Profile:

• Go to the User Profiles section.
• Click on the applicable User Profile.
• Click on Apply profile to myself.

To make changes to the User profile, click on Apply profile to myself.

• Make the changes to the configuration of your Account.
• Return to the User Profiles in Settings \ Maintenance \ Security \ User Profiles. 
• Click on the applicable User Profile.
• Click on Update state of profile to apply the newly made changes to the User Profile.
  

   Click on Update state of profile to apply the newly made changes.
  
  
•  Click on Apply to all users in profile to apply the changes to all the Users under that User Profile.

Applying User Profiles to Users directly

To apply the configuration from a User Profile to the User directly:

• Go to Settings \ Maintenance \ Security \ Users.
• Find the applicable User.
• Click on to see the User Details.
• Click on the User Profiles textbox.
• Select a User Profile from the drop-down menu. 

Select the User Profile you want to add from the drop-down list.

Take note

If more than one User Profile for the same Module is added to the User, only the last added one will apply.