Manage Viewer Profiles

To copy or reset viewer settings between one or more existing accounts or restore a user's viewer profile from a previous state, use the Manage Viewer Profile function from the Admin/User Accounts page.

Reset or Copy Profile

From Admin/User accounts find the source user account then click the Manage Viewer Profile icon

Search for users by typing a target user in the Select users box or use the Select groups drop down menu to select an entire group of users.

NOTE: selected user accounts and groups are listed below the search boxes.  Click the to clear the selection.

Search for the viewer settings you wish to manage by either using the search box or individual viewer sections.  An Expand/Collapse all button is available.

Each section and individual setting has three options:

Setting Label Description
Don't change it Leaves the setting unchanged and in its current state.  This is the default for all settings in the configuration panel.
Reset in target profile Resets the setting(s) to the server defined or factory default setting.
Copy to target profile Copies the source user's setting to the target user(s).

 

Review and Save

To review all changes before they are saved, click on the Toggle summary view button to automatically display all settings marked for changes.

Click on the Confirm button to apply changes.

Profile Backups

The desktop viewer and server support automatic and custom viewer profile backups.  Use this section to create and delete custom backups or restore the profile from a previous backup point.

Restore

To restore a profile from a previous backup point, click the Restore button on the listed profile backup.

NOTE: If the user account being restored has an active viewer session open, a message is displayed to the administrator.  The administrator must ensure the user is logged out of the viewer session before completing the profile restoration.

Save as new backup

To save an automatic profile backup as a new custom backup, click the Save as new backup button from the list or select one from the Create custom backup from drop down menu.  Type a description in the text field then click the Save button.

Delete custom backup

To delete a custom backup, click the Delete button.  Then click again to confirm during the allotted time.

NOTE: Auto-created backup files cannot be deleted manually. They are deleted automatically.