Skip to main content

Editing Integration Profiles

To edit an integration profile:

  1. Click the user icon in the top right and select Admin.
  2. On the side menu, click Site Settings.
  3. Click the Integration Profiles tab.
    Integration Profiles Tab on the Site Settings Page
  4. Click the 
    icon to the left of a profile name.
  5. Select Edit Integration Profile.
    Integration Profile Fields

    From here, you can:
    • Edit the Role Name.
    • Edit the Description.
    • Edit the Xref value.
    • Assign or unassign Activity Interface permissions.
  6. Click Save Integration Profile when finished.
JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.