Using Profiles

In the Person Details screen, you will find a few tabs at the top. The third tab is the Profiles tab.

Clicking on the Profiles tab takes you to the Profile overview for that person’s record. Each profile associated with the record is displayed in its own pane.

Adding a New Profile

• To add a new profile, click the + button in the top left corner.

• Fill in the required details for the profile.

• Once complete, click Save and Close to return to the Profiles overview.

Open

Stand Self-Service Portal Requirements

• If the person will be using the Stand self-service portal, you must define an email address for the profile they will use.

• Ensure that Self Service is enabled for the profile in the Admin Center.

• When the profile is created and self-service is enabled, the system will automatically send a welcome email to the user, allowing them to set their password and log in to the Stand service.

Managing Existing Profiles

Within each profile pane, there are two buttons:

• Clock Icon: Click to view the profile's change history.

• Three Dots Menu: This menu provides options to Edit, Delete, or Resend Welcome Email for the profile.

Resending the Welcome Email

If a user didn’t receive the email to set their password for the Stand Application, you can resend the email by selecting the Resend Welcome Email option from the Three Dots Menu.

The Profiles section allows you to manage multiple profiles for a person, customize their settings, and ensure access to self-service tools like the Stand portal.