Adding and Managing UI Profiles

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Adding and Managing Shortcuts to Reports

Customizing Fields and Controls on Web Screens

Customizing the Navigation Menu

Administration Overview

UI profiles allow you to customize Sage 300 for specific users.

You assign users to a UI profile, and then you set up customizations for the UI profile. These customizations apply only to users assigned to the UI profile.

Notes:
  • Only the Sage 300 system administrator can add and manage UI profiles.
  • There is no Save button on the UI Profiles screen. All changes made on this screen are saved automatically.

Add users (on the Users screen in the Sage 300 Desktop). For more information, see the Sage 300 Desktop help.

To add a UI profile:

  1. Sign on to Sage 300 as the ADMIN user.
  2. Open Administrative Services > Customization > UI Profiles.
  3. Click Create New.
  4. In the Profile ID field, enter a unique ID for the UI profile. (The profile ID can be up to 20 characters in length.)
  5. In the Profile Description field, enter a name for the UI profile.

  6. Assign users to the UI profile:

    • On the Assign Users tab, click Add Line.

      A new line appears in the table.

    • In the User ID field, enter a user's ID. The User Name field displays the user name for the user.

    Tip: To remove a user from the UI profile, select the user in the table and then click Delete Line.

To edit a UI profile:

  1. Sign on to Sage 300 as the ADMIN user.
  2. Open Administrative Services > Customization > UI Profiles.
  3. In the Profile ID field, enter the ID for the UI profile you want to edit.

  4. Edit the UI profile as needed. More...

    1. The Assign Users tab displays all users who are assigned to the UI profile. You can assign and remove users.
    2. The Reports tab displays all custom reports that are assigned to the UI profile. (These are the reports that appear on the Reports list for users assigned to the UI profile.) On this tab, you can remove reports from the UI profile, but you cannot add them. For information about adding reports to a UI profile, see Adding and Managing Shortcuts to Reports.
    3. The Customized Screens tab displays all customized screens that are assigned to the UI profile. On this tab, you can remove customized screens from the UI profile, but you cannot add them. For information about adding a customized screen to a UI profile, see Customizing Fields and Controls on Web Screens.

To delete a UI profile:

  1. Sign on to Sage 300 as the ADMIN user.
  2. Open Administrative Services > Customization > UI Profiles.
  3. In the Profile ID field, enter the ID for the UI profile you want to delete.
  4. Remove all assigned users, reports, and customized screens from the UI profile.

    Note: You can delete a UI profile only if there are no users, reports, or customized screens assigned to the UI profile in any Sage 300 company.

  5. Click Delete.