Creating a New Profile
Standard profiles can be created from either > or > .
Click the new profile
icon at the top of the
Profiles table. The
New Profile window divides the creation of a new standard profile into the following steps:
1. Define Details -- Provide a name and description for the profile. Use the Enable for use checkbox to indicate if the profile will be enabled and searchable.
| If you name a profile with a duplicate name, a warning message appears. You cannot create a standard profile with the same name as a license profile. |
2. Set Action Visibility -- Select the actions and areas of the user interface that are visible for the profile.
4. Select Members -- Select the users, groups, and organizations that should be associated with the profile.
Users, groups, and organizations can be associated with a standard profile when creating or editing a profile from the Profile page. When creating a user from the Participant Administration utility, the user can be associated with any existing profile.
• The Profiles page on the Site context provides you, the site administrator, with access to all profiles created in the site context.
• The link from the Organization context provides access to only those profiles that are available through the organization context Standard Profiles table as well as any standard profiles created in the current site context.
Standard profiles that are created in an organization context are peers to the standard profiles created in the site context, unless they are given identical names – that is, the system will merge the settings from all standard profiles that are associated with a user, regardless of whether they are defined at the site or the organization contexts in order to determine what will be visible to the user. When a standard profile is created in an organization context with an identical name to a standard profile created in the site context, the organization profile overrides the site profile.
> or Organizations 
> .