Personalization security

These security settings in SA Operator Setup-Controls determine the personalization you can perform:

• Save/Load Web Modifications

  Enables you to load existing UI modifications and save UI modifications at the level specified. You perform the modifications using the Personalize feature.

• Save/Load Web Settings

  Enables you to load existing entry default settings and save entry default settings at the level specified in Sales Order Entry, Purchase Order Entry, and Transfer Entry.

The security settings can be set to the user, profile, or company level. This table shows the level of personalization at which you can save and load settings, based on your security setting:

Save/Load setting	Level of personalization
Company	Company, Profile, and User
Profile	Profile and User
User	User

Profiles for specific job functions, such as a customer service representative, are set up in SA Table Code Value Setup. If a profile is specified on an operator record, it does not dictate which personalized Profile settings can be loaded or saved.