Business Profiles

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In this session we look at how we Manage Business Profiles.

Managing Business Profiles

In the 1^st instance it is necessary to understand that not every IES User needs Business Profiles.

Also does a User not necessarily need all the Business Profiles.

A Business Profile is established for a User, for an Application Module, if that User needs one or more Privileges that can be granted on such a Profile.

In other words, there is this difference between Business Profiles and Menu Profiles.

The Menu Profiles lead to Access to the Menu Options.

But some of these Menu Options include certain controls for which the User must have specific Privileges. Otherwise the User cannot perform some of that functions, even though the User may use that particular Menu Option.

So if the User needs some of those privileges, on that Business Profile, then of course we provide that Business Profile for the User.

How to establish the Business Profile(s)

There are a number of ways in which a User can be provided with Business Profiles.

In the 1^st instance, when we setup a User and we use Mirror Access, then the New User will also inherit the Business Profiles from the User that is being Mirrored.

The 2^nd way to provide a User with Business Profiles is by copying from one User, to this User, or even repeating that process and copying some Profiles from one User, and other Profiles from another User, and so on.

We can also establish Profiles manually by creating, and / or editing them from the User Master Record.

How to remove Business Profiles

If there is a need to Remove one or multiple Business Profiles, for a particular User, then we have 2 different ways of doing it.

In the 1^st instance, we can Remove the User Code, or All Access for the User without Removing the User Code, in a specific Data Mart.

This will also get rid of the Business Profiles, in addition to the Menu Profiles.

Then we can also selectively go to any Business Profile for a specific User and simply delete that Business Profile.

Reports on Business Profiles

When we need to know who has got Access to what, or who has got which Privileges, in terms of the Business Profiles, then of course we can use these specific Business Profiles Report Options that we find among the Access Reports.

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This Tutorial is very much an overview of the various points on how we manage Business Profiles.

We are not going to look in detail at any of these Actions, because they are all dealt with separately and in detail in specific Tutorials.

But now we start looking at how we establish Business Profiles for a User.

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The 1^st method that we mentioned was by Mirroring Access. So when we create a New User, or when we Save the Record, the System will prompt us whether we want to Mirror Access.

If we Mirror Access and choose a User to Mirror from, then the New User will inherit the Business Profiles that the Mirrored User currently has.

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We can also establish Business Profiles for a User quite easily by Copying Business Profiles selectively from one User to this User and we can also do it from multiple Users, one after the other.

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We can also Create, Edit, or Maintain specific Business Profiles for the User from the User’s Master Record.

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So, by choosing a specific Business Profile type, from the list, from the User’s Master record, we can either Establish or Maintain, or Change, or even Delete that particular Business Profile for this User.

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Copy of How to remove Business Profiles

Next, we are going to look at how to Remove Business Profiles for a particular User.

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So if we want to Remove the User entirely from the System, we could choose the Auto Removal Method.

If we only want to Remove all the Access in this Data Mart, we can use the Manual Removal Method.

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We can also Remove one or more Business Profiles for a particular User by Retrieving them from the User Master Record and executing the Delete Option.