BalanceAAP > System Tools > Profile Management

KEY TOPICS:

• Review and Edit Profiles
• (Optional) Add a Custom Profile

For information on the next step:

• Assign Profile and Grant Plan Access

For a step-by-step guide about the initial set-up process, see:

• Quick Start Guide for Setting up New Users

About Profiles and Profile Management

Profiles permit groups of users to perform functions in balanceAAP. Some Profiles will come standard with your installation, and these will often meet the needs of your organization. However, existing Profiles can be edited, or custom Profiles may be created. Once Profiles are saved here, they can be assigned to users, via User Management.

Review and Edit Profiles

Enter balanceAAP. From the header, choose: System Tools > Security / Profile Management. Access the balanceAAP tab, and the Plan Profiles sub-tab.

A Profile drop-down in the tab header will be preloaded with available options. Review the displayed Profile, or select a different one from the Profile drop-down. Usingsing the Profile Options menu, the displayed Profile can be set as the default by checking the box. The default is applied when a new user is added.

Note: Only one Profile can be the default.

For the displayed Profile, a table shows the available software features by Program Module and Function. The Access Level that is currently in place for the feature is shown in the right-hand column.

Example: For balanceAAP, permission to set Availability options can be turned on: Click the Edit button, and the settings will convert to drop-downs.

Click [Save] to apply any new settings to the Profile.

(Optional) Add a Custom Profile

From the Profile toolbar, select the Add button. Enter a Profile Name. Check off whether this profile will be the default when a new user is added.

Note: Review all the profiles to determine which one should be the default.

Use the Profile Functions menu (as described above) to define the Profile. Click [Save]. The Profile is added to the toolbar drop-down.