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:
- Navigate to Profiles > New Profile from the Navigation Panel.
- 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.
- 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.