Create a User Interface Profile

Create a user interface profile that includes customized screens and menus for users and user groups.

To create a new user interface profile:

  1. Open the Manage User Interface Profiles screen (Admin > System Administration > Workspace Customization > Manage User Interface Profiles).
  2. On the Manage User Interface Profiles screen, click New.
  3. In the UI Profile ID field, enter a unique ID code to identify this user profile.
  4. In the UI Profile Name field, enter a descriptive name for this UI profile ID.
  5. In the Priority field, enter a number to determine this UI profile's priority level.
  6. In the Assigned Users/User Groups subtask, click New to add users or user group profiles who can access this UI profile in the User/User Group field, as well as the company to which this UI profile applies.
  7. Use the Extensibility Units subtask to specify and enable extensibility units to use in this UI profile.
  8. Use the My Menu subtask to set up My Menu preferences for this UI profile.
  9. Click Save.