Add a profile

Request Management profiles enable administrators to selectively assign access and security to users through the interaction of user roles and profiles. You can add Request Management profiles to the out-of-box profiles.

Note: If you are not sure what information is available in the fields on the tabs you select, you can click Fill to generate a record list of possible options, and then choose one.

To add a new profile:

1. Click System Administration > Ongoing Maintenance > Profiles > Request Management Profiles.
2. In the Profile Name field, type the name of the new profile.
3. Select the applicable rights, forms, and request options for the profile, and then click Add.
4. If you do not complete all required fields, a series of screens opens. Continue to modify the record to create your new operator and group profile. After you complete each screen, click Save.
5. Click OK.
6. To apply this and other operator profile record group updates to the applicable group definition records, click More or the More Actions icon and select Rebuild Group.
7. Click Save to save your changes.

To use an existing profile to add a new profile:

1. Click System Administration > Ongoing Maintenance > Profiles > Request Management Profiles.
2. Use search or advanced search to find one or more records.
3. Select a profile from the list that most closely matches the profile you want to add.
4. In the Profile Name field, type the name of the new profile.
5. Select the applicable rights, forms, and request options for the profile.
6. Continue to modify the record to create your new operator and group profile.

7. Click Add.

   Caution: Make sure that you do not click Save because doing so will replace the existing profile with the new profile you are attempting to add.

8. Click OK.
9. To apply this and other operator profile record group updates to the applicable group definition records, right-click in the form (for Windows clients only) or click More to select Rebuild Group.
10. Click Save to save your changes.