You use profiles to link Role Centres 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 Centre.

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 Centre ID field, select a Role Centre.

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

  8. Choose OK.

Tip