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Create and edit a profile type

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Create and edit a profile type

Administrators or managers in any of the GRC-related applications, create profiles types from which profiles are generated. Profiles types are dynamic categories containing one or more profiles. 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. Profile types can also be assigned to risk statements, which generate risks for every profile listed in the profile type, as well.

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


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