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Creating and Updating a Profile

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At each level in the account hierarchy, end users can create one or more account profiles. However, administrators need to make sure the application supports the specific type of profiles they want end users to maintain. For example, if the billing application does not support exemption plans, there is no need to have an exemption profile.

NOTE:  This section pertains to all profiles except Address (MSAG) Profiles. For instructions on working with MSAG profiles, see Creating and Updating an Address Profile.

To create or update a profile

Navigate to the Accounts screen.
Select the account by doing one of these:
Perform a query in the list.
Make the appropriate selections from the Queries and Show drop-down lists to define the account record set, and then select the account in the Accounts list.
Click the Profiles view tab.
From the Show drop-down list, select a profile type.
In the forms or lists that appear for that specific profile, update the information according to the step-by-step instructions found in the next sections.

The following sections describe the various profiles you can create using this procedure and the unique fields required for each.

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