How to: Create a Profile

You use the Profile card to create unique profiles for end users. Each profile is associated with a Role Center that can then be configured to suit the specific user needs. Profiles are typically associated with job titles in a company.

Creating a Profile

To create a profile

  1. In the RoleTailored client, click Departments, click Administration, and then click RoleTailored Client.

  2. Click Profiles.

  3. In the Action Pane, click New to open the New Profile Card window.

  4. In the Profile ID field, enter an appropriate name that describes the intended role of the user.

  5. In the Owner ID field, click the AssistEdit button to view all available logins, and then select a Windows user login. For more information, see How to: Create Users.

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

  7. In the Role Center ID field, click the AssistEdit button to view all available Role Centers. Select a Role Center.

  8. To make this Role Center the default profile ID for all users, select the Default Role Center check box.

  9. Click OK to save your changes.

The procedure for modifying an existing profile is largely the same, except you select an existing profile in the Profiles page instead of clicking New.

See Also

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