Assign to Profiles
In the Assign to Profiles step, you can select the standard profiles to which a user should be added as a member. License profiles cannot be added at this step, instead extend license profile membership to users by adding them to the license group that is a member of the license profile.
Standard profiles allow the site and organization administrator to dynamically control which actions are visible to a user or group of users by associating that information with a profile. A profile represents a typical category of user within a company and is based on the roles and privileges associated with that user category.
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Users can be added to a standard profile in the New User window, the Edit User window, and the Save As New User window. You may need to create a profile prior to adding a user. Standard profiles can be created from either Site > Profiles or Organizations > Profiles. License profiles cannot be added at this step. License profile membership is restricted to only its corresponding license group. License profile settings should be extended by adding users and groups to the profile’s license group. For more information, see About Profiles.
Use the following procedure to identify the standard profiles to which the user should be added as a member:
1. On the Assign to Profiles step, click one of the following icons to add profiles to the table:
Add profile to list icon
1. In the Profiles window, enter values in the search criteria fields and click Search.
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The selection criteria fields are not case-sensitive and you can include the asterisk (*) wild card character. You can also click Search without entering any values in the fields to display all available standard profiles.
Profiles matching the specified criteria appear in the Search Results box.
2. Click each profile that you want to assign, and then click Add to add the selected profiles to the Participant List box. More than one profile can be selected.
3. Click OK to add profiles to the Profiles table.
Add profiles from another user icon
1. In the Find Participant window, enter values in the search criteria fields and click Search.
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The selection criteria fields are not case-sensitive and you can include the asterisk (*) wild card character. You can also click Search without entering any values in the fields to display all available users.
Users matching the specified criteria appear in the Search Results box.
2. Click each user for which you would like to add profiles, and then click Add to add the selected users to the Participant List box. More than one user can be selected.
3. Click OK to add profiles to the Profiles table.
The selected profiles appear in the Profiles table with the from user icon to indicate the user from which the profile was added.
For more information, see Add Profiles From Another User.
2. Select Next to proceed to the Assign Picture step, or select Apply to add the profile assignment to the database, or select Finish to add the profile assignment to the database and close the New User window.
To remove profiles from the table, select the checkbox in front of each profile and click the remove selected objects icon.
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