Create or edit a profile

To create or edit a profile:

1. In System > Profiles:
   1. Click Create to create a new profile.
   2. Select a profile and click Edit to edit the profile.

      When editing a profile, the fields are same as those that appear when creating a profile, except that Profile Type cannot be changed.

2. Enter or update the following information:

   Field	Required	Description
   Name	Y	Enter a unique name for the role.
   Profile Type	Y	Provider or Customer. Customer is synonymous with "organization".
   Access Permissions	N	Select None, Read, Read/Write, or Custom permissions for this profile. Not all components offer custom permissions. If Custom is selected, sub-component permissions display. For customer profiles, you may specify per-widget access permissions for the widgets that appear in Insights > Dashboard.

3. Click Save.