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We are working with User Access Profiles and in this tutorial we are going to look at examples of how we can Copy Menu Profiles

 

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When we copy Menu Profiles, the effect is taking place only in the current Data Mart where we are working.

Now when would we want to use the Copy options for Menu Profiles? This is a way of constructing a complete new Menu structure or adding to an existing Menu structure for a User Profile in a specific Data Mart i.e. a Data Mart in which we are working at the moment.

So we would use this method to create a new Non Logon Profile and we can also use it for a User where we do not use Subscription Profiles but rather construct or build the menu manually.

 

 

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In my examples now I am going to use a user code called “JS” for John Smith

 

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And 1st of all I just want to show that at the moment, if I look at the Business Modules

 

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For this Data Mart for “JS”

 

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We can see that there is nothing on the application list here

 

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We do not see any entries.  That means that this User, John Smith, does not have any Menu Access in the current Data Mart at the moment.

 

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So what I am going to do now, is I am going to the Copy Method

 

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New Access Methods

Copy Profile(s)

 

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And I am going to choose

 

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Copy Profile

 

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And then I will select Menus. 

There is a difference between Menu Profiles and Business Profiles.

 

 

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I am working with Menu Profiles. 

Now when I get to this step, I have a choice of either copying a single Business Module, at the time, and I can repeat that step and do it for 3 Business Modules, for example.

Or I can copy All the Business Modules from the “From User” to the “To User” in one go if I use the *star  - the asterisk.

 

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So I am going to say Cash for Cash Book.

 

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And the system finds it for me and I Select it

 

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And then I state the User that I am copying from

 

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In other words everything that User DM has for Cash Book, must now be copied to John Smith

 

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Right.  And I am going to say  Copy Now

 

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Ok.  Now that is being done.  But I just want to show now what has happened

 

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And therefore I will go again to this option

 

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On the Business Modules

 

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Just to show what has happened with J S

 

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J S now has the Cash Book application as a Menu Profile i.e. has the option on his Menu Profile and obviously below this application there are some actions.

With each action there are some options.

All according to what User DM has at the moment.

 

 

 

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Now let us repeat that and do another Business Module

 

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I am going to go to Copy Profile

 

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Menus

 

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And this time I am going to choose Debtors

 

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And I am copying again from DM to JS

 

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Copy Now

 

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