Setup > Users > Trade profile 

The trade profiles are used to associate a code to a total of values (trade profile, function, BI user profile, user profile for the Web access via Sage WAS). Once these setups entered, it is possible to directly associate this code to one or several users, which can avoid entering these values one by one for each user sharing the same trade profile.

    Prerequisites

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    Header

    Fields

    The following fields are present on this tab :

    The business code is used to associate a user to a business profile. A business profile corresponds to a set of users grouped according to the same menu profile, function profile and possibly the same BI user profile and Safe X3 WAS profile.

    • Description (field INTMET)

    [object Object]

    Close

     

    Tab Profil

    Fields

    The following fields are present on this tab :

    Profile

    This menu profile code enables the definition of the tree structure proposed by default to the user. It does in no case define the authorizations relating to the functions, the latter being defined by the function profilecode.

    This function profile code is used to define the user's authorizations, function by function, or in bulk. These authorizations are complemented by the user's roles, the user parameter values and the access codes allowed for said user. This information is entered in the tabs of the user record.

     

     

    Close

     

    Specific Buttons

    The following fields are included on the window opened through this button :

    Block number 1

    • field OBJET

     

    • field CLES

     

    Block number 2

    • From folder (field DOSORG)

    Indicate the folder from which the record is going be copied. The possible syntaxes are described in the dedicated appendix.

    • All folders (field TOUDOS)

    This option is used to copy the record to all the folders defined in the dictionary (ADOSSIER table from the current solution).

    • To folder (field DOSDES)

    Indicate the folder in which the record is going be copied. The possible syntaxes are described in the dedicated appendix.

    Close

    This button is used to copy the record definition from or to another folder.

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation