Manually Create or Delete a Profile

Creating a profile

As well as being able to bulk import profiles from an excel document, you can manually create profiles within the CMS.

To manually create a profile:

  1. Navigate to Profiles > New Profile from the Navigation Panel.
  2. Enter information presented on the form and fill out all required fields. By default, these are the Profile Type, First and Last Name fields. Without this information provided, a profile cannot be created. All other fields are optional.
  3. Click Save

Deleting a profile

To delete a profile, navigate to Profiles > View All from the Navigation Panel. From here you and click on the drop-down arrow and delete.