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"Profile (Roles)" is used to customize the page / table columns or interface, like "Personalize". 

However, it is according to role. Users who are using that role will have the changes made, but not only per user.


Follow below steps to use the function:

1, Search "Profiles (Roles)"

2, Select the role you would like to edit. Click "Customize pages"

3, The editing process is same as "Personalize".

If you would like to create a new role, click "New" to create a new profile

4, A new page will be prompted after clicking "Customize pages". Then edit the fields.

E.g. Move / Hide / add fields of Purchase Order.

Choose to "Move" / "Hide" the column or set Freeze Pane.

5, If user needs to add fields, click "+Field"

And the Drag the field out, controlling like "Personalization"

After finishing the process, click "Done"

Will have below message for successfully edited.

Editor can close the browser tab.

Users who are with that role, logout and login again will see the changes.



**Assigning the role to user

1, Search "User Setting"

2, Click the user

3, Change the role to the role edited / created

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