The Profile Assignments screen lets you view and change the profiles linked to user IDs, User Groups, Workstations, and Defaults.
Making changes to a profile is an Audited Event. Additionally, Linking, Removing, Purging, and Cloning profiles are also Audited Events.
See Also: Topic Doc - RecTrac Profile Assignments Screen, Hierarchy Guide, and Profile Listing.
See Also: Video - Profile Review
You can assign profiles to an individual User ID, (the users linked to) a User Group, (the users logged into) a Workstation, or by Defaults to every user. Profiles can also be assigned in any combination of these four methods. The profile hierarchy establishes the order of precedence each profile takes as outlined below using a Household profile as example.
-
User Level of Hierarchy- A Household profile is linked to each individual User. In this case:
- Any Household profiles that are linked to User groups, Workstations, or Defaults would have no effect.Note: Active User IDs only appear in the User listing.
- Any Household profiles that are linked to User groups, Workstations, or Defaults would have no effect.
-
User Group Level of Hierarchy- A Household profile is linked to each User Group. In this case:
- Any Household profiles that are linked to Workstations or Defaults would have no effect.
- Any Household profiles linked to individual Users would take precedence over the User Group profile.
-
Workstation Level of Hierarchy- A Household profile is linked to each Workstation. In this case:
- A Household profile that is linked at the Defaults level would have no effect
- Any Household profiles linked to individual Users or User groups would take precedence — in that order — over the Workstation profile.Note: The list of workstations that appears in here is maintained in Workstation Management (Management Ribbon • System Management • User/Menu/Profile Management group on the Standard VSI Design).
-
Site Level of Hierarchy— A Household profile is linked to each Site Record. In this case:
- A Household profile that is linked at the Defaults level would have no effect
- Any Household profiles linked to individual Users,a User group, or a Workstation would take precedence — in that order — over the Site profile.Note: The Site Codes the populate this list are maintained in Site Management (Management Ribbon • System Management • User/Menu/Profile Management group on the Standard VSI Design).
-
Defaults Level of Hierarchy- A Household profile is linked to the Defaults level. In this case:
- Any Household profiles linked to individual Users, User Groups, or Workstations would take precedence — in that order — over the Defaults profile.
Most profiles can be linked at any level of Profile Hierarchy. For Example: A Household profile can be linked at the User level, the User Group level, the Workstation level, or the Default level.
Certain profiles, however, can be linked at certain levels only. For Example: An Encryption profile can be linked at the Defaults level only.
The Available Profiles DataGrid column displays the profiles that exist in your database and that can be linked within the Linked Profiles hierarchy tree.
Notes:
- NONE Profile Types - By default, the system contains a NONE profile for each Profile Type. This allows you to link a production profile low in the Hierarchy but link the "NONE" option for that profile higher in the Hierarchy for Users/User Groups and/or Workstations that do not need the production version. For Example: You might have a Peripherals profile linked to a workstation that is set up to "pop" a cash drawer with each sale. However, there is a certain user that should not be allowed to "pop" that drawer. You could link "NONE" Peripherals profile to that user. When performing a sale, that user would never be allowed to "pop" the drawer.
-
Other Profile Types NOT viewable in this Program- SuperGrid, End of Shift Reporting, and License profiles DO NOT display on this screen. This is a system-wide setting that cannot be altered.
- SuperGrid Profiles - You can Add SuperGrid profiles here, but they will NOT display. SuperGrid profiles are linked in the Daily Processing profile • SuperGrid Profiles group. To edit/update a SuperGrid profile, go to a Daily Processing profile and update it from there OR go to Profile Management and update it from the DataGrid.
- End of Shift Reporting Profiles - You can Add End of Shift Reporting profiles here, but they will NOT display. End of Shift Reporting profiles are linked in the End of Shift profile • Close Out Report Settings group. To edit/update an End of Shift Reporting profile, go to an End of Shift profile and update it from there OR go to Profile Management and update it from the DataGrid.
- License profile - Your License profile is linked at the Default Level of Hierarchy. To edit the License profile, go to Profile Management and update it from the DataGrid.
The Linked Profiles column appears in "tree" format and lists the User, User Group, Workstation, and Defaults levels of hierarchy to which a profile may be liked. Top-to-bottom on the "tree" equates to "higher up" the profile hierarchy as outlined above.
The Profile Parameters DataGrid column displays the basic field structure of the profile you've selected from the Linked Profiles column. In-line editing is allowed in this DataGrid.
OR
Click of the Update button to continue to the Profile Add/Update screen where you make changes by screen for the selected profile, if desired.
To link a profile within Profile Hierarchy:
- Determine the level of hierarchy at which you wish to link the profile and expand the appropriate folder in the Linked Profiles column.
- In the Available Profiles column, highlight/select the profile you wish to link.
- Click again and hold the mouse button down. When you have "grabbed" the profile, a red box will appear that displays the profile name.
- Drag and drop. Drag to the folder you expanded in the middle column. When the box turns green, release the mouse. This will place the profile at the level you choose. Profile Assignments are saved automatically and take effect immediately.
Refer to the documents linked above for step by step instruction with regard to linking profiles in RecTrac.
From the bottom of the screen…
Click Add to add a new profile type. You will continue to the Profile Add/Update screen.
Highlight/select an existing profile and click Change to continue to the Profile Add/Update screen for that profile where you may make changes to the current settings.
Highlight/select an existing profile and click Delete to remove it from your database. All profiles of the same Code will be deleted regardless of where they are linked in Profile Hierarchy.
Click Static Parameters to continue to the Static Parameters Update screen where you may make changes to your Static Parameters profile.
Highlight/select a single User, single User Group, or single Workstation and click Clone to clone the profile assignments linked to the record you selected to another record of the same type.
Highlight/select a profile from the Linked Profiles column and click Purge to purge it from all levels of hierarchy. Purging a profile does not delete it from your database; it simply clears it from your hierarchy tree.