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

  1. Navigate to one of the following locations:
    • Audit > Scoping > Profile Types.
    • Policy and Compliance > Scoping > Profile Types.
    • Risk > Scoping > Profile Types.
  2. Do one of the following actions:
    OptionDescription
    To create a new profile type Click New.
    To edit a profile type Open the profile type.
  3. 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.
  4. Click Submit.