Create a profile

To create a profile, follow these steps:

Go to the Profiles Section

1. Click on the Burger menu in the top-left corner.

2. Go to Administration.

3. Select Resources.

4. Click on Profiles.

You will now see the Profiles page with a list of existing profiles.

Create a New Profile

1. Click on the Create button.

2. A profile form will open.

3. Fill in the Profile Form

• General Section

  • Enter the Name and Display Name.

  • The Description field is optional.

• Classification Section

• Select a value in the Family field if needed.

• This field helps filter profiles but is optional.

• Profile Variables

  • If the Template button is checked the Profile variable won’t appear.

  • This section allows you to define variables for use in workflows or logic, but they are not currently used in PLM projects.

  • Select or enter variables that are relevant to the profile.

  • These variables can help customize behaviour for users with this profile.

• Object Types Section

• Choose the object types you want to associate with the profile.

• This limits the profile’s permissions to only those object types.

• It simplifies rights management.

4. Save the Profile

• After filling in the required fields, click Save.

• The new profile will appear in the profile list.