Toolbar -

• New  - Click to clear the window and set up a new user profile. Note that a user profile cannot be activated until it belongs to a group and has a role assigned to it (either individually or to its group). If user profile groups or roles do not exist yet, you may prefer to set them up first and then add user profiles. See also Quick Start - Give Users Access to Stratum.Viewer and Relationship between User Profiles, User Profile Groups, and Roles.

• Save  - Click to save a new user profile or to save edits to an existing user profile.

• Delete  - Select a user profile from the User Profile drop-down list, then click Delete to delete the user profile. The Delete a User Profile window displays. You have the option of deleting global objects (views, user lists, user links, actions, and conditional formats) that belong to the user profile or reassigning global objects to a security administrator.

• Help  - Click to open help that is specific to working with user profiles.

User Profile - Use this list to select an existing user profile and populate the window with its properties.

General -

Use the following options to define or edit basic profile information about the user of this user profile.

• First Name and Last Name - The user's first and last name.

• Windows User Name and Windows Domain - The user's Windows user name (User ID) and the domain for their Windows profile. The only special characters accepted in a user's Windows user name are ( ) . ' _. Invalid names are ones containing any of these characters:  \ / " [ ] : | < > + = ; , ? * @ , consisting entirely of spaces, or consisting entirely of periods.

• Email Address - Entering the user's email address is required if you want the user to be able to email views or receive action emails. If the Email Address field is left blank, the user will not be able to email views or receive action generated emails.

• Language - This is always set to English.

Use the following checkbox if you need to disable an existing user profile.

• Disable User Profile - The checkbox is de-selected by default, meaning the user profile will be active as long as it has a user profile group and role. When the checkbox is selected, the user profile information will be retained but the user will not be able to access the application.

Accessibility - Use this section to control the group for the user profile, the level of access the user will have in the application, and potentially the role for the user profile.

• User Profile Group - Controls the group for this user profile. There must be at least one existing user profile group for this drop-down list to be populated. This aspect of a user profile also can be controlled via the User Profile Group window.

• Level - Controls the level of access the user for this user profile will have while using Stratum.Viewer. Options are Casual, Advanced, View Administrator, and Security Administrator.

• Casual users have access to basic view features such as running views, editing existing sorts and filters, and saving views in that edited state as shared views or their own personal views.

• Advanced users have access to all non-administrator functionality -- they can build user lists, create user links, create actions and conditional formats, make edits to existing views and save them as shared views or their own personal views, access view explorer, and insert new measure items and charts into views.

• View administrators have access to all non-administrator functionality plus partial administrator access. That access includes setting up new views from scratch, setting up view groups, adding user profile groups using roles and user profiles already set up by a security administrator, and changing owners of various items in Stratum.Viewer (views, actions, user lists, conditional formats).    

• Security administrators have access to all functionality including setting up roles and user profiles.  

• Role - If the user profile is assigned to a group that already has a role assigned to it, you do not need to select a role for the user profile. The user profile will use the same role as the one assigned to the group and this drop-down list will be disabled. If the group does not have a role assigned to it -- because you planned for each user profile to have a unique role -- then you will need to select a role. The drop-down list will be disabled if no roles exist yet or the user profile has a security administrator level of access.  

• Override Home Page - Use this option if you need to assign the user a home page that differs from the global home page associated with Stratum.Viewer. Select the Override Home Page checkbox. Then enter the information for the web site, shared document, directory, or other supplementary information that you want to act as the home page for this user. Use the Browse from File  or Browse the Web   buttons if needed to select a home page.

User Options

• Auto Hide Left Panel – Use to control whether or not the left panel will hide automatically after the user runs a view from it. By default, the checkbox is selected and the panel will be hidden when the user runs a view. If you prefer that the left panel remain visible for the user, leave this option deselected.

• Show View Explorer – Use to control whether or not view explorer will display automatically when the user runs a view. Select the checkbox if you want view explorer to display. Otherwise, it will not display automatically, but the user can manually open it from the view toolbar.

• Override Planning Update Format – Use to customize the format for planning updates that the user makes in views. The Browse button  will be enabled. Click it to open the Select Format window and determine background color, font color, and other font properties for cells and values impacted by planning updates the user makes in views.

• Override View Page Size – Use to control how many rows and columns display per page of views that the user runs in page mode (also known as collapsed mode). Enter a numeric value in the Rows and Columns fields.