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Creating a Syncing Profile

Syncing Profiles associate Execution Profiles with user sets. You can link one or more Execution Profiles to one or more User Sets.

To create a syncing profile:

  1. On the main menu, go to Enterprise > Data > Syncing Profiles.

    SyncingProfile-Menu1.png

    The Syncing Profiles page opens.

    SyncingProfile-PageOpens.png

    Tip

    Switching on the View by User Sets toggle, displays the syncing profiles by User Sets.

    SyncingProfiles-ViewByUS.png

  2. Click New.

    SyncingProfile-ClickNew.png

    A new Syncing Profile is added to the list as highlighted below. Options to define the Syncing Profile appear.

    SyncingProfiles-AfterNew.png

    Note

    Some warnings appear at the bottom of the page. They will disappear when you fill in the specified details.

    SyncingProfiles-Warning.png

  3. [Optional] Enter the name of the syncing profile.

    SyncingProfile-Name.png

  4. Select the User Set and Execution Profile(s) to apply them to.

    SyncingProfiles-SelectEPandUS.png

  5. [Optional] Select Data Sets.

  6. [Optional] Select Flags Groups.

  7. [Optional] Select Non Applicability Groups.

  8. [Optional] Select Reason Codes Groups.

  9. [Optional] Select Usage Event Groups.

  10. Click Save.

    SyncingProfiles-ClickSave.png

    The Syncing Profile is created. It will be applied on the relevant accounts after the users refresh their account.

Note

Members can choose to activate or not activate the Syncing Profile.

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