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Within the Profiles tool (found in Control Panel within the Manage Users Tab) click on the Select Action drop down next to the Profile you wish to edit and select Edit Viewports.  This will open the Edit Profile Viewports dialogue box that allows you to select which Viewports are Accessible accessible for each Profile and which Viewports should be the Profile’s default Viewports when they first view the reporting Tab within the Annual Giving or Major Giving Layers.

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Click on the Submit button to save all the Viewport changes you’ve made to the Profile.


How do I manage columns for users within a Profile?

Within the Profiles tool (found in Control Panel within the Manage Users Tab) click on the Select Action drop down next to the Profile you wish to edit and select Edit Columns.  This will open the Edit Profile Columns dialogue box that allows you to select which Columns are accessible for each Profile.

You can click the check box under the Enable Column column to make it available for all users within the Profile or un-check the box to remove access for all users within the Profile.  

Click on the Submit button to save all the Column changes you’ve made to the Profile.