You can edit the settings of existing profiles in the corresponding data sheet, for example to change the profiles' name or to assign more users. Display the list of profiles by choosing the Profiles menu in the sidebar. The profile list shows all profiles and its content is loading dynamically if you scroll down. Filter the list by using the filter bar.

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Editing Profile Data

Display the list of profiles by selecting menu

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Select Profiles in the sidebar
:
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The total number of profiles is displayed at
menu to display the list of all profiles.
On the right side of the filter bar, the total number of profiles is displayed. If a filter is set, the number of filter results is shown here
:
.
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Open the profile data sheet by clicking the Image Added icon.
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Now you can rework the settings saved in the profile data sheet.
You can...
... change the profile's name.
... deactivate a profile.
... manage the permissions of the profile.
... manage the users assigned to the profile.
... manage the translations of the profile's name.
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If you save the data, the data sheet closes and a message Saved successfully! appears in the list of profiles.
You can use the displayed link to reopen the profile data sheet.
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Click the Image Removed icon to open the corresponding profile data sheet:
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Changing the Profile's Name

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Overwrite the content in the Name field to change the identifier of the profile.

You can also change the Display Name and the Namespace

:

.

Click Save to store your modifications, use Cancel to close the data sheet without saving.

Note
Avoid changes to the namespace

.

: If you change the namespace of a profile, the data stored in the previous namespace is not accessible in the profile any more

.

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Click Save to store your modifications, use Cancel to close the data sheet without saving.

The message Successfully saved!appears and the list of profiles is displayed in the content area:

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You can use the link from the success message to reopen the data sheet

.

Deactivating a Profile

You can also disable a profile. Inactive profiles will still be displayed in the list of profiles and you can still assign them to users. But an inactive profile profiles will not be displayed usable in the business system platform components anymore.

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If you want to disable a profile, open the profiles' data sheet.

Untick checkbox Profile active in the Master Data section and

Save

save your modification

:

.

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The

profile data sheet closes and a

message Saved successfully!

is displayed. You

confirms that the data has been saved. You can use the displayed link

from the success message

to reopen the data sheet.

In the content area, the profiles list

of profiles

is displayed and the modified profile shows the information No in column Activated

:

.

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Even if inactive, you can still assign the profile to a user and the profile

appears

will be listed in the Profiles section of a user data sheet

:

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You will still be able to assign it to a user:

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.

Note
Inactive profiles will not be displayed in the

business system

platform components anymore.

Managing Permissions

The second section of a profile data sheet shows the permissions that are currently assigned to the profile. Go to this section to delete, assign or rework permissions.

Deleting Permissions

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You can delete already assigned permissions by using

the

the Image Modified icon.

Access to the corresponding URL will then be removed from the profile.

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Adding Permissions

If

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Use button Assign More if you want to
add
assign further permissions to
a profile, click the Assign More button:
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A
the profile.
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The list of available permissions will open.
Use the filter to search for the permission you wish to assign.
In the footer you will find the permissions that have already been assigned to this profile
:
.
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Tick
Use the checkboxes to assign further permissions.
Your choice will be added to
The chosen permissions are added in the list in the footer.
Click Apply to assign the chosen permissions to the profile. Click
the
Cancel
button
to discard your choice
:
.
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The chosen permissions are added to the permissions section of the profile data sheet.
Click Save to apply the modifications. If you leave the data sheet by clicking Cancel, all modifications are discarded:
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Editing Permissions

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Editing Permissions

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Administrators can also use the permissions section to switch directly to the corresponding permission data sheet to edit a permission.

To do so, click

the

the Image Modified icon

:

.

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The corresponding permission data sheet will open and you can edit the permissions data:

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Managing Users

The third section of a profile data sheet shows the users that are currently assigned to the profile. Go to this section to delete, assign or rework users.

Deleting Users

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You can delete already assigned users by using

the

the Image Modified icon.

The user will then be removed from the profile.

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Adding Users

If

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Use button Assign More if you want to
add
assign further users to
a role, click the Assign More button:
the profile.
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The list of available users will open.
Use the filter to search for the user you wish to assign.
In the footer you will find the users that have already been assigned to this profile
:
.
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Tick
Use the checkboxes to assign further users.
Your choice will be added to
The chosen users are added in the list in the footer.
Click Apply to assign the chosen users to the profile. Click
the
Cancel
button
to discard your choice
:
.
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The chosen users are added to the User section of the profile data sheet.
Click Save to apply the modifications. If you leave the data sheet by clicking Cancel, all modifications are discarded:
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Editing Users

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Editing Users

Administrators can also use the User section to switch directly to the corresponding user data sheet to edit a user.

To do so, click

the

the Image Modified icon

:

.

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The corresponding user data sheet will open and you can edit the user data

:

.

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Managing Translations

The profile's name inserted in section Master Data is a technical name for the role. In section Translations you can insert display names for the role profile in German, English and French:

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The names saved here will be shown in Scheer PAS BPaaS according to the language selected for the BPaaS user interface:

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.

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Filtering Creating copies Profiles Add a Profile

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Editing Profile Data

Changing the Profile's Name

Deactivating a Profile