Create Profiles

Overview

Profiles are a very powerful mechanism for controlling what Zift PRM does with Entities.  User Groups and Target Lists can both use Profiles and Attributes as conditions for including users. This is a very efficient and powerful way of managing your Partners. 

Use these steps to create a new Profiles manually. Alternatively, you can use the Bulk Create New Profiles approach.

Best Practice

• Restrict the users with the rights to create Profiles: the number of Profiles can grow quickly and care should be taken to ensure that duplicates and Profiles with too-similar names are not created.
• Use Parent Profiles to group large sets of Profiles by theme. This makes it easier to find and manage Profiles.
• Avoid deleting Profiles or Profile Attributes. Instead, you should set them to Active = No. This preserves any stored data but will prevent any additional.

Before You Begin

Log into PRM Admin as an internal or licensed user.

 Create Profiles

1. Navigate to Business Rules > Profiles.
2. Click New Profile in the menu bar.
3. In the Profile Manager panel, provide the required information: Profile Definition Parameters.
4. Click Save.

You have now created a new Profile. If you have selected the Parent Profile Type, you can now create other Profiles to associate with it. Otherwise, you should Create Profile Attributes next. This can be done either incrementally (adding one at a time) or using the Bulk Create Profile Attributes functionality.

Related Topics

• About Profiles 
• Video: Profile Administration