Settings in the configuration are always assigned to a specific user or users. If no settings have been made for the user, the option group settings for the groups the user is a member of are applied.

If there are no settings for the user in the option groups, the global settings take effect. If no options have been configured at the level of global settings, the preset client configuration is used.

First, the settings are evaluated for the user, if settings have been applied there. Afterwards, the permission levels are evaluated in the order described above.

How can the settings be checked for a level?

1. As administrator, open the configuration from the drop-down menu in the header.

The Configuration dialog box appears.

2. Click Change user.

The Select user dialog box appears.

3. Select the desired user or group from the drop-down menu.

4. Click OK.

The name of the selected user or group is now shown at the top left in the configuration.

A new column appears in the configuration next to the settings. The Set by column shows at what level changes have been made to settings. You can show and hide the Set by column using the button in the configuration header.

Transfer settings

In the example above, a specific path is set to default for the document templates in the General area. Now, change these settings for a specific user and select a different filing path.

The setting for this option at the level of the User (see figure: Levels concept in the configuration) overrides all settings at all levels below it. You can delete the settings for the currently selected option group or user by clicking the X in the column.

You can transfer the current settings to other users by clicking the yellow arrow button in the configuration header.

1. Click Transfer settings (yellow arrow).

The Transfer settings dialog box opens.

2. First, select the users or option groups you want to transfer the settings to from the drop-down menu. You can select multiple users or groups. They are shown in a list. Remove individual users or groups by clicking the x button.

Optional: To replace user-defined settings with group settings, check the corresponding box.

3. To transfer all settings, click All.

Alternative: To only transfer the settings changed by the user, click Only modified.

Optional: Check the settings you want to transfer. You can transfer individual areas of the configuration by checking the corresponding boxes. Alternatively, you can select individual settings separately by expanding the areas.

4. To transfer the settings, click OK.

Load settings

To open a saved configuration profile, click Load existing settings for the configuration (folder icon at the top in the configuration header) and select a user profile file from the Windows file system in the Open dialog box.

Save settings

You can save the configuration to your Windows file system.

1. Click the floppy disk icon in the header of the configuration to save the configuration settings as an XML file.

The Export settings dialog box opens.

2. To select all settings, click All.

Alternative: To only select the settings changed by the user, click Only modified.

Optional: Check the settings you want to export. You can export individual areas of the configuration by checking the corresponding boxes. Alternatively, you can select individual settings separately by expanding the areas.

3. To export the settings, click OK.

4. Select the path and file name on the Windows file system and click Save.

The configuration profile has been saved to the Windows file system as an XML file.