Copy Profile

This workflow creates a custom security profile. Custom security profiles are used to grant/remove permissions for users that different from system delivered profiles.

Permission for this component is granted via the manage security profiles and groups permission under the general administration category; default with general and financial administration security profiles.

1. From the Manage Security Profiles segment, select a profile and click the Copy button below the list box.

   

2. The Copy Profile workflow opens in a new window.

   •  While updating the form, fields marked in red are required to complete the workflow.

   • Click Confirm to finish the workflow and add the new profile.

     

3. The new profile is visible in the Security Profiles list box.

   • Select a profile and click the View button to modify the profile’s permissions.
   • Change the profile name with the Edit button and remove the profile with the Delete button.