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.

   

4. Click theicon to the left of a profile name.

   

5. Select Edit Integration Profile. A panel opens on the right:

   

   
   From here, you can:

   • Edit the Role Name.

   • Edit the Description.

   • Edit the Xref value.

   • Select or deselect Activity Interface permissions.

6. Click Save Integration Profile when finished.