For information on how location profiles work in agrē,
see Location
Profiles Overview.
A location profile tells agrē if it should check the locations the
user has permission to for each action listed. Each user that you
create must be assigned to a location profile.
For information on users, see Users.
What you'll find:
You can specify the location profiles needed for your users.
To add a location profile
Navigate
to File > Security > Manage Location
Profiles.
The Manage Location Profiles window opens.
Click
Add.
The Add Location Profile window opens.
In
the Location Profile Description box,
enter a unique description for the location profile.
For example, Check All, Check None, Check All But GL. This description
appears anywhere that you select or view a location profile and in
all related reports.
In
the Check Location Security? column,
select the Check Location Security?
check boxes for the actions (i.e., Security Items) that you want the
user’s permitted locations checked.
If the check box is selected, then only the locations the user has
permission to are available to the user for that action. If the check
box is cleared, then the user has permission to all locations for
that action (agrē does not check the user’s permitted locations).
For information on location profiles, see Location Profiles
Overview.
For information on security settings, see Security Settings Overview.
Tip
To quickly select and clear all the items in the Check Location Security? column, click Select All and Deselect All.
Click Save.
You can edit any of your existing location profiles at any time.
To edit a location profile
Navigate
to File > Security > Manage Location
Profiles.
The Manage Location Profiles window opens.
In
the Location Profile list, select the
location profile to edit and then click Edit.
The Edit Location Profile window opens.
In the Location Profile Description box, change the description of the location profile.
Select
the Check Location Security? check boxes
for the actions (i.e., Security Items) that you want the user’s permitted
locations checked.
- or
-
Clear the Check Location Security?
check boxes for the actions (i.e., Security Items) that you want the
user’s permitted locations checked.
For information on location profiles, see Location Profiles
Overview.
For information on security settings, see Security Settings Overview.
Tip
To quickly select and clear all the items in the Check Location Security? column, click Select All and Deselect All.
Use the Manage Location Profiles window to delete location profiles from the database. Once you delete a location profile, it cannot be undone. You cannot delete location profiles that are assigned to users.
To delete a location profile
Navigate
to File > Security > Manage Location
Profiles.
The Manage Location Profiles window opens.
In the Location Profile list, select the location profile to delete and then click Delete.
Note
If the Delete button is not available, the location profile you selected cannot be deleted.
Click
Yes to confirm the deletion.
The location profile is deleted.