Adding Integration Profiles

To add 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.

   

4. Click the Add Integration Profile button.

5. Enter a Role Name.

   

6. (Optional) Enter a Description and Xref value.

7. In the Permissions section, click the checkbox next to each permission you wish to assign.

8. Click Save Integration Profile.

The new profile is added to the summary list and can be used to create Integrations.