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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. 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, and click Submit.
    Table 1. Profile type
    Name Description
    Name* The name of the profile type.
    Description An explanation of the profile type with any additional information that a user will find helpful.
    Note: * indicates a mandatory field.
  4. Once the profile type is created or edited, click the Profile filters tab and fill in the fields on the form, as appropriate.
    Table 2. Profile filters
    Name Description
    Profile Type Indicates the profile type that the filters belong to.
    Table* The table that contains the records to be queried.
    Filter condition Filter conditions for the source table to generate profiles.
    Owner field The field on the table specifying the person who owns any new profiles generated from the profile type.

    Identify the user reference field on the source table to automatically identify risk and control owners. Use default owner to assign risks to a single user when the owner field is empty.

    Empty owner
    • Create
    • Do not create
    • Use default
    Note: * indicates a mandatory field.
  5. Click Update.