Create an Access Profile

To create an access profile, follow these steps:

1. Open the Access Level Settings window.
2. In the Access Profile pane, right-click and then click Insert. The system adds a new record to the pane.
3. In the row showing the new record, highlight the default name (New Role) and then type the name of the access profile.
4. In the Module pane, click the first module to select it.
5. In the Module Menu pane, right-click the first menu item and then click Set Access Level. The system displays a dialog box that lists all access permissions and what each defines.
6. In the dialog box, click the down arrow to display the list of access permissions and then click the desired access permission.
7. Click OK. The system closes the dialog box.
8. If the menu item has sub-items and these are to be assigned the same access permission as the parent menu item, right-click the parent menu item and then click Set This to Branch. Otherwise, skip this step.
9. Repeat steps 5 through 8 for the remaining menu items.
10. In the Module pane, select the next module and repeat steps 5 through 8 for the menu items in this module.
11. Repeat step 10 for the remaining modules.
12. When access permissions are assigned to all menu items in all modules, click .