Adding and Managing UI Profiles in Sage 300

UI profiles allow you to customize Sage 300 for specific users.

You assign users to a UI profile, and then set up customizations for the UI profile. These customizations apply only to users assigned to the UI profile.

Notes:

Only the Sage 300 system administrator can add and manage UI profiles.
There is no Save button on the UI profiles screen. All changes made on this screen are saved automatically.

To add a UI Profile:

Sign on to Sage 300 as the ADMIN user
Open Administrative Services > Customization > UI Profiles
Click Create New
In the Profile ID field, enter a unique ID for the UI profile. (The profile ID can be up to 20 characters in length)
In the Profile Description field, enter a name for the UI profile.
Assign users to the UI profile:
- On the Assign Users tab, click Add Line. A new line appears in the table.
- In the User ID field, enter a user’s ID. The User Name field displays in the name for the user
- Tip: to remove a user from the UI profile, select the user in the table and then click Delete Line

To edit a UI Profile:

Sign on to Sage 300 as the ADMIN user
Open Administrative Services > Customization > UI Profiles
In the Profile ID field, enter the ID for the UI profile you want to edit
Edit the UI profiles as needed

To delete a UI Profile:

Sign on to Sage 300 as the ADMIN user
Open Administrative Services > Customization > UI Profiles
In the Profile ID field, enter the ID for the UI profile you want to delete
Remove all assigned users, reports, customized screens from the UI profile
Click Delete
- Note: You can delete a UI profile only if there are no users, reports, or customized screens assigned to the UI profile in any Sage 300 company.