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Using non-default document profile in Worksite Web

lmannchen

I just found where you can create new document profiles within the Manage section of Worksite Web. How do I implement my new document profile so that when users select it via the Action tab on a folder or document, it displays the custom document profile I created? I'm using Worksite Web 8.0 SP1.

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dabird

Profiles are assigned on a per-role basis in each database. The following instructions assume that you have set up roles and assigned users to the proper roles. See the on-line help topic "Roles_Managing.htm" at http://localhost/worksite/help/en/help/Roles_Managing.htm (assuming that your WorkSite Web installation is in English).

To have users automatically use your custom profile, do the following:

Go to Manage | Roles.
Click the Action button next to a role that you want to use your profile. Choose Properties.
[Optional] For simplicity, make sure to select all databases in the database select box. This will ensure that the role will use the same profile across all databases.
Near the bottom of the screen you should see a section entitled "Resources". Select the appropriate profile for each of the different profile types.
Click the OK button to save your changes.
Login as a user who belongs to the role to verify that your changes have been saved.

lmannchen

Thank you very much, you were very helpful.

Perhaps you could help answer another question I have. For the most part, our users only use one database (out of two) but there are some people who need access to both databases. Is there a way to designate which document profile to use according to which database you are referencing? For example, we have a few users who see both the Legal documents and our IT documents, which are stored on different databases and use different document profiiles. When they go to view the document profiles, they need to see one doc profiile for legal documents, and another for IT documents. Is there a way to designate multiple document profiles for one role based on which database they are accessing?

dabird

You'll have to upgrade to WorkSite Web 8.1 if you want to have per-database profiles. I've attached a screen shot for 8.1.