Create and edit a profile type

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

Procedure

Navigate to one of the following locations:
- Audit > Scoping > Profile Types.
- Policy and Compliance > Scoping > Profile Types.
- Risk > Scoping > Profile Types.

Do one of the following actions:

Option	Description
To create a new profile type	Click New.
To edit a profile type	Open the profile type.

Fill in the fields on the form, as appropriate.

Table 1. Profile type
Name	Description
Name*	The name of the profile type.
Description	An 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.
Condition	Filter conditions to restrict which profiles belong to a specific profile type.
Use owner field	Select the check box to indicate that a default owner field should be used when generating new profiles.
Default owner	The field on the table specifying the person who owns any new profiles generated from the profile type.
Default profile class	Set the default profile class. Generated profiles copy this default profile class under the following conditions: when the profile’s class is empty and it’s associated to a profile type that has a default profile class when a profile is created under a profile type that has a default profile class The existing profile's class is updated under the following conditions: The profile type's table changes The profile type's condition changes The profile type's active field is ik;8,' The profile type's default profile class changes

Note: * indicates a mandatory field.