SystemConfigure and Apply a User Profile

By configuring and assigning a user profile, an administrator can customize which page is initially displayed to users when they sign in to Spectrum, which device is the default deviceClosed A physical printer, print queue, or other target for output, such as an image file or a PDF file. for users, and default characteristics of new label templates that users create. An administrator can assign a user profile to a specific user or to all users in a group. The user profile specifies which preferences are displayed to users, which are configurable by users, and what the default value for each preference is.

Note: To perform this task, you must be signed in as the ClientAdmin or SuperAdmin user. For more information, see Controlling Access to System Settings.

Configure a User Profile

To configure a user profile, use the following procedure.

  1. In System System Management, click Profiles.
  2. Click New User Profile.
  3. Enter a Profile Name by which to identify the user profile.

    The following characters are permitted in the name: letters, numbers, parentheses, square brackets, ampersands, plus signs, commas, semi-colons, and tildes. Additionally, the following characters are permitted but cannot begin or end the name: spaces, double quotation marks, single quotation marks, hyphens, underscores, periods, and grave accents. For letters, the case that you specify is displayed, but case is ignored when Spectrum interprets a name. If you will be installing the Spectrum application on a computer running Windows Server, and transferring data between Spectrum instances, see the "Transferring Spectrum Data in a Compressed File" section of the Loftware Spectrum Data Transfer Guide.

  4. Configure an initial value for each preference. For more information about each preference, see User Interface: Preferences (Administration).
  5. To prevent users from changing the default value that you assign in the user profile, click Unlocked so that it is changed to Locked.
  6. To hide a preference from users, click so that it is changed to .
  7. Click Save.

Note: Even if a preference is locked or hidden by a user profile, users can still change the setting related to the preference for the duration of a session of Spectrum, but it is reset to the value specified in the user profile the next time that the user logs into Spectrum.

Assign and Apply a User Profile

You can individually assign a user profile directly to users or you can assign a profile to groups so that it can be inherited by users who are members of that group.

Note: If a user is a member of multiple groups that have user profiles, only the user profile most recently applied to the group takes effect for that user. A profile directly assigned to a user supersedes a profile assigned through group membership. A user can only inherit a profile through group membership if that user's profile is set to No Profile.

To assign and apply a user profile to a user or a group, use the following procedure.

  1. In Access Control Access Control, click a user or group to which you want to assign the user profile.
  2. Click Edit.
  3. If assigning the profile to a group, for Default Profile select the name of the user profile that you created and click Save. The profile is assigned only to users whose individual profile is set to No Profile.
  4. If assigning the profile to an individual user, for Apply Profile select the name of the user profile that you created and click Save.

Update and Reapply a User Profile

To update and reapply a user profile to users and groups to which it is already assigned, use the following procedure.

  1. In System System Management, click Profiles.
  2. Click a user profile.
  3. Change the values, visibility, and configurability of preferences as needed. For more information about each preference, see User Interface: Preferences (Administration).
  4. Click Save.

Note: If a user is a member of multiple groups that have user profiles, only the user profile most recently applied to the group takes effect for that user. A profile directly assigned to a user supersedes a profile assigned through group membership. A user can only inherit a profile through group membership if that user's profile is set to No Profile.