Creating Profiles

Overview

First-time Profile Center users can click Create your first profile and follow the step-by-step onboarding guide that will walk you through creating a profile.

Creating Profiles

If onboarding is complete, you can follow the steps below to create a profile.

1. On the Active tab, click Add New.
2. Enter the profile title.
3. Add a summary, and then click Save & Continue.
   
   Note: The Profile Summary field is optional and supports Full Rich Text, which can be added or modified later.

Once the profile is created, you can customize it and add artifacts to share with your clients or prospects. Refer Customize profile for more information.
Note: Changes made to the profile are automatically saved in real-time. Profile drafts can be accessed on the Active tab.

In case you have cleared out all the published profiles and drafts, you can start creating a new profile by clicking Create Profile.