Creating an Individual Profile Record

Welcome to Thentia Cloud! This guide provides step-by-step instructions on how to manually create a profile record in the Workbench. Profiles are necessary for applications and licenses/registrations.

 

1. From the Workbench App Tray, select the Register module (If it is not already open).
 
2. Select the menu icon and select Profiles from the menu options.
 
3. Select the Create a new record (+) icon on the toolbar.
 
4. On the New Profile record:
  • Complete all required fields.
  • Link the Portal User account to the profile in the Portal Access Credential field.
  • Complete optional fields as needed.
 
5. Select the Save icon in the toolbar to save the new record.
 
 
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