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How Do I Create a Profile?
How Do I Create a Profile?
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Written by Kyler Coombs
Updated over 5 months ago

Profile Creation

In this article we will go over creating a profile to add to items for easy searching and information storage.


Required Permissions

To manage/create profiles You must have profile management selected within the 'User Permissions' section of the user settings menu:


Creating the profile

1 Navigate to profiles.

Navigate to profiles by selecting all features in the left hand pane of the Revver web page or application, then select the profiles option in the work column.

2 Select create profile.

Select the option create profile in the top right of the profiles menu.

3 Select the items you want applied to this profile.

In the create profile menu you will have a list of profile items you created previously. Select the items you want applied to this profile by checking the include check box on the left hand side of the item. You can also arrange the order of the items using the arrows next to this box.

4 Save the profile.

Once you have selected all the items you want to include in the profile select the add profile option at the bottom of the screen to save the profile.


Need Help?

Check out these articles below for troubleshooting creating profiles.

Contact Technical Services

To get in contact with our technical services team for assistance select the chat bubble in the lower right corner. Initially you will connect with our AI bot Fin. If Fin is unable to answer your question please select the talk to a person button below his answer to speak with a member of our technical services department. Fin can also transfer you to a live representative at any time, just ask Fin to "transfer me to a live technician".

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