You can move a user to a different security profile in two ways: via the security profile record, or via the user account. If you're using Access Evo or Citrix hosted Dimensions (version 3.0), use the Security Profile method.
Security profile
Click System, then Profiles (ribbon menu) or System Control > Users > Security Profiles (classic/module menu).
Use either the Find function or the green left and right arrows to load the profile you want to move the user into.
Click Users.
Click the relevant user in the Other Users list and use the green arrow to add them to the security profile.
Once the user logs out and back in to Dimensions, the new security profile takes effect.
User Record
Click System, then Users (ribbon menu) or System Control > Users > User Records (classic/module menu).
Locate the relevant user in the list and click Edit.
Remove the entry from the Profile field at the bottom of the User Record screen.
Click the magnifying glass icon.
Double-click the relevant profile name.
Once the user logs out and back in to Dimensions, the new security profile takes effect.
đ Note: Moving a user to a new profile may reset their previously selected transaction options â for example, batching of sales invoices. Ask the user to check their preferred transaction options after logging back in.