Planbox Imaginatik

Overview

The Profiles tab is where you can edit individual Profiles and add  new Profiles for both internal and external individuals.

To search for a specific profile:

On the Profiles tab, type the last name in the search field,  and then click find.

To add a Profile:

1. Click the New person link, and then complete at least the required fields, indicated by a red asterisk.
2. Click Submit

Tip: Unless you're using Single Sign On (SSO), there are fields for User ID and a password in the Profile document.  The best approach is to use a simple User ID convention, such as first name.last name or everything to the left of the @ sign in the email address.  This makes it simple for people to remember their User ID. Similarly, the initial password assigned to your users should be simple to remember to ensure ease of login.  Once the individual logs in for the first time, they will change their password to something unique, known only to that individual.

!For SSO and JIT configurations, any changes you make to Profile documents will be overwritten with the next data upload (usually overnight). If all identifying information in the Profile document doesn't match exactly what we receive from your data feed, your users may lose access, so it's best to confirm details with your technical lead.

Create New Profile

To edit an existing Profile:

1. Open the desired Profile document.
2. Click the Edit this profile link.
3. Make the desired changes, and then click Submit.