Profiles

Profiles are reusable templates containing preset project survey answers. Use profiles to quickly onboard projects and reduce errors.

Profile details

  • Name: The title of the profile. This name appears in the Add Project page.

  • Help Text: An optional description of the profile.

  • 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:
  • The user has the permission Global Roles→Customization→Customize content.

Steps:
  1. Open the Library→Profiles page.

  2. Click Add Profile.

  3. Fill in the required fields.

  4. Click Save.

The new profile can be used immediately during project creation.

Update a profile

Update a profile by following the steps below.

Prerequisites:
  • The user has the permission Global Roles→Customization→Customize content.

Steps:
  1. Open the Library→Profiles page.

  2. Search for the profile using the interface and select it.

  3. Update the profile details.

    Edit Profile
  4. Click Save.

The update profile can be used immediately during project creation.

results matching ""

    No results matching ""