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Friday, May 6, 2016

Infor VISUAL Tip | Creating security profiles to use as templates

Did you know you can create security profiles and use them as templates? 

Security Profile templates can be used to streamline the user permission setting process. 

The steps to create a security profile are: 
  1. In the Security by section, click Profile.
  2. In the Profile ID field, specify an ID for the profile.  
  3. Specify a description for the profile in the field to the right of the Profile ID field.  
  4. Click the Language drop-down field and select the language that the profile uses.  
  5. Click the Status tab and specify settings for each document type.  
  6. Click the ECN Status tab and specify settings for ECNs.  
  7. Click the Menu Security tab and specify which menus users with the profile can access. 
  8. Click the Program Security tab and specify security settings for each program.  
  9. Click the Group tab and create a group to associate with the profile.  
  10. Click Save. 

You can either assign a security profile to the user, or you can copy the profile settings to the user. Something to keep in mind when using the assign or copy methods, is that when you assign a profile, the user inherits the profile settings, but the settings are not copied to the user security record. So, when you view the user’s security record, the application does not display the settings inherited from the profile. 

On the other hand, when you copy a profile to a user, the user inherits all of the profile settings and the settings are transferred to the user’s security record.

You can also create Group Profiles. You can copy group profile information to individual groups. All the information you specify on the group tab for the profile is copied to the individual group, including default group settings and group members. You can create a profile that contains both user security information and group information. When you apply the profile to a user or group, however, only the pertinent information will be applied. 

For example, if you create a profile with both user and group information, and apply the profile to a user ID, only the Status, ECN Status, Menu Security, and Program Security information will be applied to the user. 

As you can see, the process for setting up profiles is similar to the processes for setting up individual users and groups.

This Infor VISUAL Tip is brought to you by BizTech VISUAL Consultant, Ivan Wilson.