Edit Profile Information

It's a good idea to name a profile based on the type of settings that are assigned to the profile and how you expect to use the profile. For example, if you have a profile that is set up to support a specific campaign, you may want to coordinate the profile name and description with the campaign.

Whenever it is appropriate, you can easily and quickly perform the following tasks:

• Rename an existing profile to a different descriptive name.
• Update the description of the profile to describe its purpose.
• Perform both of the above tasks at once in a single operation.

This section contains instructions both for renaming an existing profile and for updating the profile description.

This section assumes that you are currently viewing the Profiles page within the Settings function (see the following screen capture). If you are not viewing the Profiles page, you can refer to Settings for information about how to display the Profiles page.

To update the name and description of an existing profile, perform the following steps:

1. In the Profiles page, locate the profile for which you want to update the information. To locate the profile, you can perform one or more of the following actions:

   • If you know all or part of the name of the profile, you can search for the profile using the Search function.

   • Click on a column header label to sort the contents of the column (and therefore the Profiles page) either in ascending order or in descending order.

   • You can locate the profile by using the paging controls to move between pages.

     Note: For more information about using the features included in the Profiles page to locate a profile, Features of the Profiles Page .

2. After locating the profile that you want to update, click on the Edit Profile icon ().

   

   The Editing Profile_Name pop-up window opens.

   

3. In the Editing Profile_Name pop-up window, update one or both of the following boxes:

   • Profile Name - Update the profile name with a new descriptive name for the profile. When entering the profile name, you can enter up to 50 characters.

   • Profile Description - Update the profile description with a new description. You can enter up to 250 characters.

4. When you have finished updating the profile information in the Editing Profile_Name pop-up window, click on Save to update the profile information using the information that you entered and to close the Editing Profile_Name pop-up window. When your changes have been successfully saved, a confirmation pop-up window opens and displays the "Profile Edited Successfully" message (similar to the following screen capture).

   

   The confirmation pop-up window closes automatically after a few seconds.

   Note: If you change your mind about the updates you specified, you can click the Cancel button to discard your changes. When you click on the Cancel button, the Editing Profile_Name pop-up window refreshes to display a message warning that you have not saved your changes. In addition, the Save button changes to the Continue button.

   

   To discard your changes, click on the Continue button. Otherwise, you can click on the Cancel button to return to the previous window to save your changes.