Create and Manage Profiles

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.

To 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, choose Configure.
  2. Select Profiles and click Create profile.
  3. Enter a name for your new Profile and click OK.
  4. Select the Profile to open it.

To 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 have finished adding data items to your Profile.

To add categories to your profile

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

To 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.

To edit a Profile

  1. In MXO, choose Configure.
  2. Select Profiles.
  3. Select the relevant Profile to open it.
  4. Make your required changes.
  5. Click Save.

To 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, choose Configure.
  2. Select Profiles.
  3. Select the relevant Profile to open it.

To delete a category from a Profile

  1. Rest your cursor over the category you want to delete.
  2. Select the delete icon. Profiles - delete category
  3. Click Yes, delete it.
  4. Click Save.

To delete data items from a Profile

  1. Rest your cursor over the data item you want to delete.
  2. Select the delete icon. Profiles - delete data item
  3. Click Yes, delete it.
  4. Click Save.

To delete a Profile completely

  1. In MXO, choose Configure.
  2. Select Profiles.
  3. Rest your cursor over the Profile you want to delete.
  4. Select the delete icon.
  5. Click Yes, delete it.
  6. Click Save.