Deploying personalizations to a wider audience

  1. From Navigator, click Infor Lawson > Lawson Administration > Personalization Manager..
  2. Locate the user whose personalization(s) you want to deploy to a wider audience.
    1. From the Lawson Personalization Manager dialog box, select Source Type and Data Area.
      For example, if you want to deploy personalizations created by a user, select User for Source Type. Ensure the data area you want to use is selected.
      Note: If you are deploying a personalization for the first time, the source is User because all personalizations are initially affiliated with the user who created them. If a personalization has been deployed to a role, it could be deployed to another role. In that case, you can select Role for Source Type.
    2. Use the Filter feature to narrow the list of users or scroll through the list of users displayed at the bottom pane of the dialog box.
    3. When the user whose personalizations you want to use is displayed in the list, click Select.
    4. Click the personalization you want to deploy, or press Ctrl+click to select multiple personalizations, and then click Copy.
  3. Deploy the copied personalizations.
    1. You can deploy personalizations to a user, to a role (a group of users), or globally (all users in the data area). To do this, in the Target Type, select User, Role, or Global.
    2. If you are deploying to a user or to a role, click Select to locate the user or role.

      If the user or role that you want to deploy to is currently displaying in the bottom half of the screen, highlight it and then click Select.

      In the case of roles, only those that are not already existing targets will be listed.

    3. Click Copy so all personalizations files are now available to these users.
  4. Specify this information: