Create or edit a profile

Edit the existing profiles or create new profiles and map MarkView Groups, Roles, and Source Groups before you import users.

  1. In the MarkView Profiles tab:
    • To add a profile, click New.

    • To edit a profile, select the profile and click Edit or double-click the profile.

  2. To create a new profile, you must enter the Profile Name and Profile Description and add at least one MarkView group or role.
  3. Select MarkView Groups:
    1. In the MarkView Groups tab, click Add.

      The Select MarkView Groups window opens.

    2. To filter the list of Groups, enter text in the Filter field.
    3. Click Add selected.
  4. (Optional) Select Auto-populate MarkView Roles based on MarkView Groups.

    When you select Auto-populate, MarkView Roles with the same names as the MarkView User Groups are automatically made part of this profile. However, each role name must be unique within MarkView.

  5. If you did not select Auto-populate, select MarkView Roles now:
    1. In the MarkView Roles tab, click Add.

      The Select MarkView Roles window opens.

    2. To filter the list of Roles, enter text in the Filter field.
    3. Click Add selected.
  6. Click Save changes to save the new profile.
  7. Select Source Groups:
    1. In the Source System Groups tab, click Add.

      The Select Source Groups window opens.

    2. To filter the list of Source System Groups, enter text in the Filter field.
    3. Click Add selected.
    4. Click Save changes to edit the profile.
    5. To verify that the source system group is mapped to the profile, navigate to Source System > Source System Groups.