Profiles
In this section:
Profiles are reusable templates containing preset project survey answers. Use profiles to quickly onboard projects and reduce errors.
Profile details
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Name: The title of the profile. This name appears in the Add Project page.
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Help Text: An optional description of the profile.
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Initial answers: A set of answers that will automatically be selected when somebody creates a project with this profile. These work exactly the same as implied answers in project setting customization. You get an error if you introduce a cyclical conflict, which is when two answers imply different answers in a single choice question.
Create a profile
Create a profile by following the steps below.
Prerequisites:
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The user has the permission Global Roles→Customization→Customize content.
Steps:
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Open the Library→Profiles page.
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Click Add Profile.
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Fill in the required fields.
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Click Save.
The new profile can be used immediately during project creation.
Update a profile
Update a profile by following the steps below.
Prerequisites:
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The user has the permission Global Roles→Customization→Customize content.
Steps:
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Open the Library→Profiles page.
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Search for the profile using the interface and select it.
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Update the profile details.
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Click Save.
The update profile can be used immediately during project creation.