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Configuring Profile Types

Profile types are used to group and manage similar profiles, or objects you want to manage within Non-Employee Risk Management. The profile type determines the data users will be asked to complete when creating a new profile.

Each profile type has its own attributes and workflows, and can be managed on its own or linked to other profile types to create detailed maps of the relationships within your organization.

To begin, create a profile type.

  • To manage the data about each profile in a profile type, create attributes. Attribute values can be generated programmatically with value builders or used to link profiles together.
  • Attributes can be combined into forms to determine how they're displayed to users, then into pages to configure how they're displayed in relation to each other.
  • Once your profile types have been created and their supporting content is ready, you can configure workflows to create and manage profiles within your organization.

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