Profiles are settings that affect what users in PARKS DIRECT can do and how it behaves. PARKS DIRECT uses a hierarchy tree to “decide” what profile it assigns to users.
Top to bottom, the profile hierarchy’s levels are User, User Group, Workstation, Site, and Defaults. Hierarchy levels at the top overrule lower levels. For example, if a profile is linked to the User level and another is linked to the Site level, then PARKS DIRECT would apply the profile linked to the User level.The profile linked to the Site level would have no effect.
- User level - an individual in PARKS DIRECT
- User Group level - e.g. customer service representative or manager on duty
- Workstation level - a computer with access to PARKS DIRECT
- Site level - one of Parks and Recreation's facilities
- Defaults level- the lowest level of the profile hierarchy that affects the most users
A good rule of thumb is to link profiles to the lowest level of the hierarchy. This way, a profile affects more users, and there are fewer profiles to manage.
Illustration of PARKS DIRECT's profile hierarchy
To link profiles, go to Profile Assignments
1. Log in to PARKS DIRECT and go to Management > Systems Management > User/Menu/Profile Management > Profile Assignments.
2. Select the type of profile you want to link and the profile from the Available Profiles datagrid.
The Profile Assignments screen, from left to right, has the Available Profiles datagrid, Linked Profiles hierarchy tree, and Profile Parameters datagrid.
3. Select the hierarchy level that you will be linking the profile to. Then find the level that you want to link to.
4. With the profile highlighted, click and drag the profile to the hierarchy level (a folder under Linked Profiles) that you want to link the profile to. PARKS DIRECT will now assign user(s) the profile according to the hierarchy.
5. If you want to remove a profile from a level, click and drag the profile from Linked Profiles to anywhere on Available Profiles.
For more on linking profiles, go to this topics doc from Vermont Systems.