Add a User Profile

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.

1.   Click User Profile in the Admin Utilities view group, and then click New in the User Profile list window that displays.

2.   Use the General section of the User Profile Maintenance window to specify basic profile information about the user of this user profile.

• The first and last name, the user's Windows user name (User ID), and the domain for their Windows profile are required (leave Windows user name and domain blank if you are setting up a Broadcast User).

• The only special characters accepted in a user's Windows user name are ( ) . ' _

• Invalid names are ones containing any of these characters: \ / " [ ] : | < > + = ; , ? * @

• A name cannot consist entirely of spaces or entirely of all periods.

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

• Specifying a file location is required if you are using Stratum.Broadcast Server with your implementation and want the user to be the recipient of File action results. The property determines where files resulting from the actions for the user will be written to for retrieval by the user. The location you specify must exist already and be one that the intended recipient has access rights. If you are specifying a shared network folder as the location, include a backslash mark as the final character.

3.   Use the Accessibility section to control the user profile group, level of access within the application, and role for the user of this user profile. You can optionally specify a home page for the user as well.

• User Profile Group - Choose 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 Maintenance window.

• Level - Choose what level of access the user for this user profile will have while using Stratum.Viewer. Options are Casual, Advanced, View Administrator, and Security Administrator. If you are setting up a profile for someone who needs to receive action results only and not access Stratum.Viewer, choose the Broadcast User level.

• Role - If you assigned the user profile to a group that already has a role assigned to it, you do not need to select a role. 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 - Optionally assign this user a home page that differs from the global home page associated with Stratum.Viewer. 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.

• Data Copy Authority – This property only gets used if your company is using Data Copy functionality. Users can be granted authority to copy data into some or all measures that are designated as Data Copy Allowed in your environment. Choosing “All” gives users rights to copy to all Data Copy Allowed measures. Choosing “Partial” opens a window for selecting some Data Copy Allowed measures for users to work with while doing data copy tasks. See the Data Copy section of online help for more details.

4.   Use the Viewer Startup Options to control whether or not some key features display by default each time the user accesses Viewer.

• Show Favorite and Recently Used Views – Selected by default, which means the user will see the Favorite and Recently Used Views window when Viewer starts up. A welcome message displays in the window initially until users start running views and marking views as favorites. If you prefer the window be hidden upon startup, deselect this option.

• Show Left Panel - Selected by default, which means the user will see the left panel when Viewer starts up. If you prefer the panel be hidden upon startup, deselect this option.

5.   If you want to customize default interface and view behaviors for the user, use the properties in the User Options section. Or skip this step if you prefer that users customize their own options via their User Options window. Skip this step if you are setting up a Broadcast User.

• Show Navigation Panel – when selected, the Navigation Panel automatically displays above the view grid when the user runs a view. If deselected, the Navigation Panel will not display automatically, but the user can manually open it from the view toolbar .

• Show View Explorer – when selected, view explorer will display automatically when the user runs a view. Otherwise, it will not display automatically, but the user can manually open it from the view toolbar.

• Auto Hide Left Panel – when selected, the left panel will hide automatically after the user runs a view from it. If you prefer that the left panel remain visible for the user, leave this option deselected.

• Override Planning Update Format – when selected, you can 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 – when selected, you can control how many rows and columns display per page by default when views with paging are run by the user. Enter a numeric value in the Rows and Columns fields.

6.  Save  the user profile.