Creating an Individual Profile Record

Introduction

This article outlines the steps to manually create a Profile record in the Workbench. 
Profiles (Person Profiles) are necessary as they are linked to applications and licenses/registrations.

In most cases, Profiles are created as an individual Registers for an Account as they interact with the Thentia Portals your Agency works with. (See example below)

However, there may be times where you might need to manually create a Profile Record in your Workbench to associate with an application, license, registration, Etc.

Steps to manually create a Profile record in the Workbench

1. Workbench access the Register Module.
   
2. From the Menu,(upper left of screen) select the Profiles option.
3. Select the Create a new record (+) icon on the toolbar.
   
4. On the New Profile record:
   • Complete all required fields. 
     Such as:
     -Display Name (Full Name)
     -First Name 
     -Last Name
   • Link the Portal Access Credentials (Portal User Account) to the Profile in the Portal Access Credential field.
     Want to learn more about Portal Users? Check out the following Support Page Articles:
     -Portal Account Management (Workbench)
     -Creating Portal Users from the Workbench
   • Complete optional fields as needed.
5. Select the Save icon in the toolbar to save the new record.