UI Profiles User Settings

✅Preconditions: 

  • Requires a UI Profile to be created via Admin Portal > Configuration > UI Profiles.  
    💡You can directly create a new profile by clicking “Add”.
 

UI Profiles

Assigning a UI Profile to a User

  1. Navigate to Admin Portal > User Administration
  2. Select a user and open their configuration.
  3. Go to the UI Profiles Tab.
  4. In the UI Profiles section, select a UI Profile from the dropdown.
  5. Click Save.
    ⮑ The profile takes effect the next time the user logs in or refreshes the portal.
Example user menu with UI profile assigned. 
Menu selection reduced and custom tooltips & icons.

 

Same user without UI Profile assigned. 
All menu items visible and default icons are sh own.

💡Good to know: 

  • A user can have only one UI Profile assigned at a time.
  • Profile changes take effect on the user's next login or page refresh, not mid-session.
  • To assign the same profile to many users at once, use Bulk Editing by selecting multiple User's in the Administration list, instead of opening each user individually.
  • If no profile is assigned,  the user sees all pages (default behavior as per highest assigned Portal Role on the user).
 

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