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Create a profile type

Create a profile type

Profile types are dynamic categories containing one or more profiles. Administrators or managers in any of the GRC-related applications, create profiles types from which profiles are generated.

Before you begin

Role required: sn_compliance.admin or sn_compliance.manager, sn_risk.admin or sn_risk.manager, sn_audit.admin or sn_audit.manager

Business logic automates the process of creating and categorizing any profiles in the system that meet the profile type conditions. Profile types are assigned to policy statements, which generate controls for every profile listed in the profile type.

Note: Profiles cannot be created for items that do not have a record in a table in the platform.

Procedure

  1. Navigate to <GRC-related> application > Scoping > Profile Types.

  2. Click New.

  3. Fill in the fields on the form, as appropriate.

    Table 1. Profile type
    NameDescription
    Name*The name of the profile type.
    DescriptionAn explanation of the profile type with any additional information about the profile type that a user will find helpful.
    Table*The table from which the profile type conditions identify the records to create profiles.
    ConditionFilter conditions to restrict which profiles belong to a specific profile type.
    Empty ownerIf the Owner field on the table is empty, determine the appropriate action. The following choices are available.
    • Create: creates a profile with an empty owner field.
    • Do Not Create: does not create a profile for a record that does not have an owner specified in the owner field.
    • Use Default: creates a profile assigned to the user identified as the default owner.
    Note: * indicates a mandatory field.

  4. Click Submit.