Assigning Profiles

Use the following steps to assign profiles to a Product Connection

In the Navigation Pane, clicktapAssigned Profiles under Account. If the menu is hidden, clicktap.
Select (check) one or more product connections to assign a single profile to.
ClickTap Change Profile.

NOTE: If you don't have any profiles created, you will go to the New Profile page instead.
Select the profile you want to assign to the connections. Or select "No Profile" if you don't want to assign a profile at this time. Note: You must assign a profile to be able to see data for that product server.
If you need to add a new profile, there are two ways to do it, depending on how you will use the profile:
- New Profile is intended for users who will use a different profile for each product connection. It automatically creates a profile name for you that's used within HelpSystems Insite. To use this method, select New Profile from the Select a Profile list. Then, enter the User Name and Password for it.
- Add Profile is intended for users who will use the same profile for several product connections. You enter the profile name yourself. This makes it easier to find and re-use the profile. To use this method, clicktap Actions and select Add Profile. See Adding a New Profile for detailed instructions.
If you wish to edit the profile you selected in step 5, clicktap Actions and select Edit Profile. See Editing a Profile for detailed instructions.
ClickTap Save.