The Profiles view displays a list of the License Profiles defined in Emplifi Agent. Selecting a profile from the Function Bar, displays the profile definition and a list of products (such as, Emplifi Knowledge and Case Management) that are linked to the profile.
You can add new profiles, edit existing profiles, add new products to a profile, and as products are added you can also specify what type of license is required.
To access the Profiles view:
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From the Application Function Bar, select Administration > User and Security Setup > Licensing > Profiles.
Profiles Function Banner
You can edit a profile by using the following banner buttons.
|
Button |
Description |
|---|---|
|
New Profile |
Click to create a new profile. Refer to the Adding a Profile section for more information. |
|
Copy Profile |
Open an existing profile and click this button to copy it. |
|
New Product |
Click to add products to a profile. Refer to the Adding a New Product section for more information. |
|
Delete Product |
On an open profile, select the check box next to the product you want to delete. Then, click this button. A confirmation message will display. |
|
Delete Profile |
On an open profile, click this button to delete the profile. A warning message will display to confirm that you want to delete the profile. A deleted profile cannot be recovered. |
|
Save |
Click this button to save changes to the profile. |
Adding a Profile
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From the Profiles Function Banner, click the New Profile button.
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In the Profile Description field, enter a description for the new profile.
Best Practice: Name the profile utilizing the license type and product. For example, Concurrent Case Management.
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Click the Save button. The system saves the profile information.
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Next, add products to the profile. Refer to "Adding a New Product" below.
Adding a New Product
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Open the profile to which you want to add a product.
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Click the New Product button. The Select new Product(s) to add dialog displays.
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Select the check box next to the product(s) that you want to include in the profile.
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Click Ok. The product displays on the Profile view.
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From the License Type drop-down list, select the type of license for the product from the following: Concurrent User or Named User.
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From the Specific License drop-down list, select the license based on the selected License Type.
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Click the Save button.