Overview
Each DeltaERP user is linked to a user profile. The user profile determines the access to applications, as well as the level of access.
Function
When the application is opened, you will view the following screen:
Select the company for which you wish to maintain profiles. Select the profile using the drop-down arrow. The profiles available for selection will be company specific depending on your needs.
After selecting a company and profile, click on the 
button to continue. You will now view the following:
The 
button opens the selection screen again allowing you to select a different profile.
The 
button allows you to create a new employee to be linked to a profile. The employee created here will be created in the Employee Maintenance application as well.
The 
button allows you to see how many DeltaERP licenses you have available:
Right Click Options
Various right click options are available when you right click anywhere in the left grid on this screen:
Profile
Open: This option allows you to open the Profile Selection screen.
New: Allows you to create a new profile and link employees to that profile.
Amend: Allows you to edit an existing profile. This option only allows you to amend the profile name and number of periods to go back when posting journals.
Disable: Allows you to disable an existing profile. All employees linked to this profile will no longer have access to DeltaERP. You can select the profile you wish to disable and click on the 
button.
Copy to same company: This allows you to create a copy of a profile. This can be used for example when you need to create a similar profile for supervisors, you can create a copy and amend the access rights and then add the employees who should be linked.
The copied profile will be displayed as follows:
Copy to another company: This allows you to create a copy of the selected profile to a different company. Some clients have more than one company on DeltaERP. This is a shortcut for creating profiles for different companies.
Groups New: This allows you to group profiles together in a group.
Enter the profile group code and profile group name. Select the profiles you wish to link to the group and click on the 
button to save.
Groups Amend: Allows you to amend existing profile groups. You can only edit the linked profiles and group name, not the group code:
Group Delete: Allows you to delete existing profile groups. Select the group code and click on the 
button.
Move to Root
This option should not be used under any circumstances as it can break the entire menu.
Toggle on/off
This option allows you to enable or disable the menu item selected for the entire profile. They will not be able to see the application/group of applications when toggled off.
The toggled off menu items will be greyed out:
Assign
Access Rights: Allows you to select which level of access the selected profile should have to the selected application.
View (0) - The user will not be able to make any changes, add or delete.
View/Edit (1) - The user will be able to view and edit, but not post any changes.
View/Edit/Create (2) - The user will have access to view, edit and create new but will still have limited access in certain applications. Not all functionality will be available where applicable.
Other (3) - The user will have full access to the application and all functionality.
Transaction Types: This option allows you to specify the transaction types that all employees linked to the selected profile will have access to.
Select the transaction from the grid on the left and click the 
button to add. Transactions can be removed by selecting them from the grid on the right and clicking on the 
button. Alternatively, to add or remove all select the 
or 
buttons.
The 
button allows you to view the following screen:
This is used for example, when you select the transaction type FIN and click on the 
button, you will be able to select all the transaction types for which this profile will be allowed to capture journals. As per the above screenshot, this profile will not be able to capture journals for cashbook accounts. Click on the 
button to save the changes made.
Work Order Profile Rights
This option is only available when you right click on the Work Order Capture application.
This option allows you to assign Work Order Profile Rights as required:
Select the Work Order type from the grid on the left and click the 
button to add. Transactions can be removed by selecting them from the grid on the right and clicking on the 
button. Alternatively, to add or remove all select the 
or 
buttons.
Restrict Viewing:
This option allows you to restrict the viewing of certain sensitive information in various applications.
It is available for the following applications:
•e-Requisition Enquiry
•Detail Order Enquiry
•Stock Enquiries
•Travel Claim Enquiry
•Invoice Enquiry
•Enhanced Cost Drilldown
•Cost Drill Down
The following reports will be access controlled, meaning that a profile can be granted/restricted to view these reports:
•Ageing of Overdue Purchase Orders
•Orders Released by Buyer
•Outstanding Orders
•Outstanding Orders by Buyer
•e-Requisition Listing
•Purchase Compliance Report
•Buyer Statistics Report
•Buying Performance Report
•Cancelled and Rejected Requisitions
•Creditors Department Performance Report
•Monthly Delivery Statistics Report
•Purchase Orders Over X
•Item Purchase History
•Creditors Age Report (Detail option)
•Invoices/Credit Notes Processed Report
•Outstanding Invoices Report
•Price Variance History Report
•Supplier Invoice Listing Report
Encrypt PDF: This option will only be available if the DELTAERP_ENCRYPT_PDF parameter is set to N. If set to Y, you will not be able switch off encryption on PDF documents. If set to 'N' and this option is selected, you will view the following screen:
Global
Toggle On/Off: The Global Toggle On/Toggle Off option allows you to remove the item from all profiles' main menu.
Enable/Disable: From here you can also enable or disable a menu topic.
Adding Employees to a Profile
To add employees to the selected profile, use the grid on the right of the screen.
Here you will be able to view everyone linked to the profile and everyone who's not. You will also be able to view the current selected application, the access level and whether the app is enabled or not. The top of the screen displays which profile is selected. To add or remove employees, select them from the grid and use the 
and 
buttons.