Creating a profile

Applies to: All deployment types

You can create a new profile based on an existing profile, including the Default profile that is supplied with the product.

Procedure

  1. Click Open Administration menu Administration menu > Solution Configuration > Profiles.
  2. Click New Profile.
  3. Enter a Name for the profile. The name should be easily recognizable by users and identify the purpose for which it is designed. Profile names cannot be translated or changed after they are created.
  4. Enter a Description.
  5. Click Based on Profile and select a profile to use as a template for the new profile.
  6. If you want the new profile to be the default profile, select Default. For more information, see Setting default and fallback profiles.
    Important: Creating a default profile might affect the way IBM OpenPages® handles objects and profiles.
  7. If you want the new profile to be the fallback profile, select Fallback. For more information, see Setting default and fallback profiles).
  8. Select Enabled.
  9. Optional: Enter or change the name and description of the profile for each locale.
  10. Click Done.
    The profile is created and added to the list of profiles.
  11. Click the name of the profile and finish configuring the profile by completing following tasks:
    Table 1. Profile configuration tasks
    To ... See this topic ...

    Associate and disassociate users and groups

    Associating users to a profile and Associating groups to a profile

    Disassociating users from a profile and Disassociating groups from a profile

    Include and exclude object types

    Including object types in a profile

    Removing object types from a profile

    Associate reports

    		 Adding reports to a profile