Costpoint Online Help

Create a New User Profile

You can use the Manage User Interface Profiles screen to create user profiles.

To create a new user interface profile, complete the following steps:

  1. Click on the UI Profile block.
  2. Enter a unique ID code to identify this user profile in the UI Profile ID field.
  3. Enter a descriptive name for this UI profile ID in the UI Profile Name field.
  4. Enter a number in the Priority field to determine this UI profile's priority level.
  5. Use the Assigned Users/User Groups subtask to specify user or user group profile can access this UI profile in the User/User Group field as well as the company to which this UI profile applies.
  6. Use the Extensibility Units subtask to specify and enable extensibility units to use in this UI profile.
  7. Use the My Menu subtask to set up My Menu preferences for this UI profile.
  8. Click save.gif on the toolbar.