Please Note: If you are part of a Federation or Group, you will only be able to edit the profile types within the Federation Template. 

Customising the Default Profile Types

In the Template Editor, select the Profile Types Tab. You will see all the available types including any from your parent Templates:

 

If you double-click a Profile Type, it will show you the available options to Edit:

Here you change the following Properties:

Name. This is what is shown on the app including reports.

Description. This will sometimes appear with the Profile Type to assist the user in selecting.

Avatar. Change your Avatar.

Colour. This Colour is used in some Reports, such as the Tabs on Excel.

Enabled. Turn this off if you do not want to include this Profile Type for your Template.

Once you have made the changes, press Publish for them to take effect.

Creating a New Custom Profile Type

You can now create your own Profile Type from within your Template Editor.

A custom Profile Type must still belong to one of the 6 default profile types, so that the system knows the level of checks required for your new profile type.

On the Profile Type tab, press the Plus button. The following drawer will appear:

Select the Parent Profile Type - this is what the Profile Type will be based on in terms of the checks that appear.

Enter a Name, Description and select the Avatar and Colour.

Press Save when done.

If you Publish the Template, you will now be able to select this type when adding/editing a Profile or in filters and on the dashboard.

The Dashboard may take up to a minute to update after a publish or just press Refresh on your browser.