...
- Create a new role-based profile test account in Aptify as a SQL Server Security user (using the User Administration wizard). If you want to modify an existing role-based profile, copy that profile for this new user.
- You need to assign a license to this user temporarily while creating the new profile.
- You need to assign a license to this user temporarily while creating the new profile.
- Log in to Aptify as the new profile user and modify that user's profile as necessary (creating and arranging views, dashboards, and shortcuts as needed).
- When finished, the user's profile becomes the new role-based profile that you can use as the starting point profile for other users of the system.
- Run the User Administration wizard for the profile user and mark the account as inactive to free up its assigned license.
- When adding new Users to Aptify, select the role-based profile user you created in Step 1 (and whose profile you configured in steps 3 and 4) and the new user will copy that - profile.