Overview
In PIMSY, you can copy an existing profile instead of creating a new one each time. With minor changes, each profile can be unique but copied from a previously created profile, saving time tailoring profiles to each specific role.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Please assign the Create, Modify, View, and Delete permissions for the following rule(s):
- User
- Profile (Pick List / Dialog)
Step-by-Step Instructions
Step 1: Navigate to Profile Management
From the top navigation menu, go to:
Administration > Profile Management
Step 2: Copying a Profile
Select the existing profile to be copied. Click inside the Profile dropdown box to rename the profile. Click save. This action will duplicate all the rules from the previously loaded profile. Now you are ready to edit rules by double-clicking on them to either remove them or add them.
Click Save and then exit.
Go to Utilities > Refresh Pick Lists to refresh the system. The new profile is now available to be assigned to a user.