Create a User Profile

   Journey Manager (JM) The transaction engine for the platform.  |    System Manager / DevOps  |  All versions This feature is related to all versions.

Manager allows you to create several user profiles for the existing user account.

To create a new user profile:

1. Select Security > User Accounts.
2. Locate a user account and click Edit.
3. Click the User Profiles tab to see all user profiles for this user account. The current user profile has a check mark against it it it is used as the default user profile for form prefill.
4. Click New.



5. Enter a unique profile name in the Profile Name field.
6. Enter a description in the Profile Description field.
7. Select Current Flag to make this the current user profile for this user account.
8. Click Save to update the changes.
9. Select the User Properties tab to list all user properties for this user profile, with blank values in the Value column.



10. Click Edit to set values for each of the user properties.
11. Select a property type and enter a value for the user property in Value, for example an email address.
12. Click Save to update the changes.

You can remove a user property, if it is not required. However, it's not recommended to delete a user property as this can cause the user profile to be inconsistent with other user profiles. If you want to remove the user property, leave its value field blank.

For prefilling a form with the user’s contact details sourced from a default user profile, you need to map each data item, such as Given Name and Family Name, to target locations using form data configuration.

Next, learn about user property types.