Create a new profile

Before creating an account, set up different profiles with access capabilities to the Track application. 

 

After a new profile name is entered into the Name text box and the Add Profile link is selected, the profile name cannot be edited. If not in use, user profiles can be deleted. While adding the profile rules, the Profiles screen is inaccessible unless the Cancel button is selected. Once the profile setup is completed, proceed to Account Setup to set up new accounts.

Open the Profiles screen

  1. Click the Tools menu link to open the Profiles screen.

  2. Alternatively, hover a mouse pointer over the Tools menu link then click Profile Management to open the Profiles screen.

Create a new profile

  1. From the Profiles screen, enter a new profile name into the Name text box.

  2. Click the Add Profile link to open the Profile Rules Wizard, displaying the new profile name and the Profile Rules for Labor.

  3. Proceed through the Profile Rules Wizard, selecting only the checkboxes next to the profile rules that will apply to the new profile setup.

  4. Click the Next button to proceed to the profile rule screen.

  5. From the Report Filter screen, select a pre-defined report filter from the Pre-defined Report Filters drop-down list. Refer to Report Filters for more information.

  6. Click the Next button to open the last screen, displaying the message, Press Finish to save profile [the new profile name].

  7. Click the Finish button to save the new profile and return to the Profiles screen, displaying the new profile in the Pre-Defined Profiles list box.

 

Other features on the profile rules screens

 

Related Topics

Edit a Profile

Copy a Profile

Delete a Profile

Report Filter