Create and manage profiles

Learn how to create a profile in MXO and how to perform actions on a specific profile such as editing or deleting it, or adding individual data items to a profile.

Creating a profile is an easy process. You can

  • add individual data items,
  • create categories to organize your data items into a logical structure, and
  • add data items to those categories.

Create a profile

The start of the process for adding categories and data items to a profile is the same in each case.

  1. In MXO, go to Configure > Profiles.
  2. Click + Create.
  3. Enter a name for your new profile and click OK.
  4. Select the profile to open it.

Add individual data items

  1. Click the data menu icon. Profiles - add data item
  2. Browse to the data item you want to add to your profile.
  3. Click Add.
  4. Click Save when you finish adding data items to your profile.

Add categories to you profile

  1. Click the Add icon below the name of your Profile. Customer profile add icon
  2. Enter a name for your category.
  3. Click Enter.
  4. Click Save when you have finished adding categories to your profile.

Add data items to a specific category

  1. Select the category to which you want to add a data item to open it.
  2. Click the data menu icon.
  3. Browse to the data item you want to add to your profile.
  4. Click Add.
  5. Click Save when you have finished adding data items to a category.
    Note: A data item can only exist in one profile. You cannot add the same data item to multiple profiles.

Edit a profile

  1. In MXO, go to Configure > Profiles.
  2. Click the profile you want to open for editing.
  3. Edit the profile as required.
  4. Click Save to finish the editing process.

Delete items from a profile

The start of the process for deleting categories and data items from a profile is the same in each case.

  1. In MXO, go to Configure > Profiles.
  2. Select the relevant profile to open it.

Delete a category from a profile

  1. Hover your cursor over the category you want to delete.
  2. Select the delete icon.Profiles delete category option
  3. Click Delete to confirm.
  4. Click Save to finish the category deletion process.

Delete data items from a profile

  1. Hover your cursor over the data item you want to delete.
  2. Select the delete icon. Profiles delete data item option
  3. Click Delete to confirm.
  4. Click Save to finish the data item deletion process.

Delete a profile completely

  1. In MXO, go to Configure > Profiles.
  2. Find the desired action in the list and click delete icon Delete.
  3. Click Delete to confirm the deletion process.