Personalization levels

Personalization can occur at the user, profile, or company level. The Save/Load Web Modifications setting on your SA Operator Setup record determines the levels at which you can perform these actions:

  • Save or load in the Personalize window
  • Save in SA Personalization Administration
Caution: 
If you save changes at the profile or company level, you affect other users that use the same level. For example, if you personalize Sales Order Entry for an existing profile level, the UI for users that applied the same profile level is updated with your changes. The update occurs the next time those users access Sales Order Entry.

When you access the Personalize window, you must select the level of personalization you want to load. The UI layout for the selected level is displayed on the Personalize window. If you select a level that has not yet been created, your current UI layout is displayed. To change the level after you access the Personalize window, select More Actions > Change Options.

To create or maintain the level, you must save the layout. If the level you save meets these one of these requirements, your live UI updates the next time you access the function:

  • The saved level is the same level as the level that is applied to your live UI.
  • The saved level is a higher level than the level that is applied to your live UI.

To delete a level, select More Actions > Reset to Default Layout.