Editing a Profile

To edit a profile for any of the systems you need to access:

  1. In the Navigation Panel, clicktap Profiles under Account. If the menu is hidden, clicktap The Account icon..

  2. ClickTap the profile you want to edit. Notice that the product connections that use this profile are listed at the bottom of the page.

  3. Enter a different Name for the profile. This is the name that is displayed in Insite.

  4. Change the User Name or Password, if needed. This must be a valid profile to access that system.

    NOTE: This is the user who is checked for security in each product, and is also the one who is audited when actions are taken.

  5. ClickTap Save.

You must assign your profiles to connections in order to see the data from those systems.

 

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