Link Profiles

Written by Nick Miles

Last published at: May 8th, 2019

Link Profile allows you to link two profiles so you can quickly see relationships and connections.

  1. While viewing a Profile, select Link Profile from the left-side menu.
  2. In the Link To Profile window, enter the name of a profile, or click Show List and select a profile. 
  3. In the Link to Profile window, enter (define) the relationship between the two profiles.
  4. If the profile you selected is an Organization, complete the fields within the Organization Roles window:
    • Role
      • Role within the organization.
    • Active
      • Designate whether the org role is currently active.
        • This can also be activated and deactivated by entering start/end dates for the org role.
    • Start Date
      • Date the the org role becomes active.
    • End Date
      • Date the org role becomes inactive.
  5. Click Create.