How to: Create a Profile

You use the Profile card to create profiles for end users. Each profile is associated with a Role Center. Profiles are typically based on job titles in a company.

Creating a Profile

To create a profile

  1. In the Search box, enter Profiles, and then choose the related link.

  2. In the ribbon, click New to open the New Profile Card window.

  3. In the Profile ID field, enter a name that describes the intended role of the user.

  4. In the Description field, enter a description of the Profile ID, for example, Order Processor.

  5. In the Role Center ID field, click the AssistEdit button to view all available Role Centers. Select a Role Center.

  6. To make this Role Center the default for the profile, select Default Role Center.

  7. Click OK to save your changes.

The procedure for modifying an existing profile is the same, except you select an existing profile in the Profiles page instead of clicking New.

See Also

Other Resources

Working with Role Centers
How to: Assign a User to a Profile
Working with Role Centers
Configuration and Personalization in the RoleTailored Client
Overview: Setting Up Security