The Preference Profiles Module

Preference Profiles are employed by users in Captia Web Client. Restricting Profiles are not by default employed. Restricting profiles are only in effect with specific customization.

In the Preference Profiles module you can manage information regarding the configuration of profiles. Profiles are defined and created by your organization. A profile is a mask filtering out unnecessary values. The profile mirrors, for instance, a specific job function or work area.

Users can work with or without a profile in Captia Web Client. The purpose of profiles is that working on the basis of a profile, the user only see the data she needs to see. This means that when the user opens a list or a pop-up window, only values relevant for the work of the current user are displayed.

For example, the drop-down list in the Document group or Case handler fields only display the values used by the current user. If the user needs to see and perhaps to register other values, then the user can click Show all in the list. Then, the user can select another value.

Prerequisites for managing Preference Profiles

The prerequisite for gaining access to the Preference profiles module is the access code PROFILADM.

Vigtigt: Before working in WorkZone Configuration Management, deselect any active profile in Captia Web Client.

Click Operation > Preference Profiles to open the module.