Getting Started > Using Profiles

Creating a System Profile

System profiles can be used in two ways:

• You can create a system profile that functions as the default in your office. All list windows will initially display the same way for all employees, but each employee can set up individual profiles, if desired.

• You can create a system profile that overrides all other profile types. All list windows display the same way for all employees, and employees cannot make any changes.

• You must have the Profile Administrator security permission to create or modify system profiles. The Profile Administrator security permission is located in the Miscellaneous security permissions list in the Rights By User window. The permission is also available in the Users By Rights window. This security permission should be assigned only to the user with the highest security permissions (typically User ID 1) and the office manager.

To set up a system profile:

1. Select View > List Preferences. The SoftDent List Preferences window is displayed.

2. In the View Profile for: section, click the drop-down arrow and select System from the list. The Apply to all Users option is displayed.

3. Select an option:

4. To prevent employees from making any changes to the profile settings:Select Apply to all Users. A message is displayed, stating that the settings will override any user-defined profiles and asking if you want to continue. Click Yes.

5. To set up a system profile as a default and still allow employees to create individual profiles:Do not select the Apply to all Users option.

4. In the Highlighting Method section, select an option to specify whether the selected entry in the list is highlighted by a colored solid bar or colored outline.

5. In the Highlight/Border Color section, select the color to use for the solid bar or outline selected in the Highlighting Method section.

• Click Use a custom color to display a color chart, where you can select a specific color.

6. In the Right Click Options section, select an option:

7. Display dialog in view mode:When you right-click on an item in any list, the corresponding window opens in VIEW mode.

8. Display Options menu:When you right-click on an item in any list, the corresponding Options menu is displayed. This is the same menu that is displayed if you press O while the list is open.

7. In the Grid Line Options section, select whether you want to always display grid lines, never use grid lines, or use vertical lines only.

8. Click OK. A window is displayed, asking if the current profile should be saved.

9. Click Yes.

To turn off the system profile override and enable employees to create individual profiles:

1. Select View > List Preferences. The SoftDent List Preferences window is displayed.

2. Deselect the Apply to all Users option. A message is displayed, stating that users will be allowed to customize their own settings and asking if you want to continue.

3. Click Yes.

4. Click OK.

Related Topics

Creating an Individual Profile