To configure General settings

  1. Open the Proficy Portal Administration application.

  2. Click the Roles & Users button.

  3. In the tree, expand the Roles or Users folder and select the role or user you want to configure. You can also configure the users assigned to a role.

  4. Select the General tab.

  5. If required, double-click the Value column for the Comment field and edit or add any comments about the role.

  6. If applicable, select the Has reserved session check box to ensure the role or user always has access to Proficy Portal.

  7. If required, double-click the Value column for the Full Name field to enter a full name for the selected user. This field is available only when a user is selected.

  8. Click the Apply button for your changes to take effect.

See Also

Privileges

To set application privileges

Securing Folders

Securing Data Sources