Internal Users of CommunitySuite are associated with a profile record in addition to their user designation, which means you can track items such as title, department, and other information related to the individual as a profile on a profile record.
Profiles are created automatically for all users when their user accounts are made. If a profile existed prior to user account creation, then it may need to be merged with the existing profile.
Access the Individual Profile from the User Profile
CommunitySuite will not allow you to merge directly from a User profile. In order to merge User profiles, you will need to access the individual (non-user) profile and merge the profiles from there.
- Navigate to the Users page, and click the ID of the user.
- Click the Profile ID.
- The individual profile record will display where it can be interacted with accordingly.
- The user designation will be displayed next to Profile Is.
- The user designation will be displayed next to Profile Is.
- The individual profile record will display where it can be interacted with accordingly.