Manage Dataview profiles

Dataviews may contain sensitive information that should only be viewed by certain users. An administrator can restrict the users who can view certain Dataviews by creating a profile that contains the Dataviews that the user is allowed to see.

After you configure a Dataview, you can assign it to a Dataview profile to control the users who can access it. You can assign zero, one, or more Dataviews to a Dataview profile.

To access the Dataview profile page:

  1. Select Main Menu > Administration > Application Setup > Display Preferences > Display Profile Building Blocks > Dataview Profile.

    The Dataview Profile page contains all the existing Dataview profiles, which you can edit.

  2. Click Tap Filter and type a partial string in the empty row below the column headings to search for the Dataview profile that you want to edit.
  3. Click Tap Column Selection to select the columns to view on this page.
  4. Click Tap New to create a new Dataview profile.
  1. Go to Application Setup > Display Preferences > Dataview Profile.
  2. Click Create .
  3. Enter a name for the profile.
  4. Optionally, enter a description.
  5. In the Dataviews list, click tap the Dataviews to associate with the Dataview profile.
    • A checkmark appears after the selected Dataview.
    • The Dataviews are highlighted in the list.
    • The Dataview names appear after the Current assigned Dataviews label.
  6. Click Save.

You can assign one or multiple Dataviews.

Edit a Dataview profile for each user for whom you want to change the assigned Dataviews .

  1. In the Name text box, type the name of the profile that you want to create.
  2. In the Description text box, type an optional description.
  3. In the Dataviews list, Click Tap the Dataviews to associate with the Dataview profile.
    • A checkmark appears after the selected dataview.
    • The Dataviews are highlighted in the list
    • The Dataview names appear after the Current assigned Datavews label.

You can assign one or multiple Dataviews.

A Display Profile determines the information visible to a type of user, such as a manager, hourly employee, or administrator. You can assign a Home page profile to a Display profile to enable that user to view the associated Home Page.

  1. Select Main Menu > Application Setup > Display Preferences > Display Profiles.
  2. Click Tap the Display Profile that you want to associate with the Home page profile and click Edit .
  3. Click Tap the Home Page Profile arrow .
  4. From the drop-down list, select the Home Page profile to associate with the Display Profile.
  5. Click Tap Save.