Add a Managed Profile

In this article, learn how to add a managed profile to a client account.


Last Updated: February 23, 2023

Add a Managed Profile

  • Navigate to the Client Profile Page of the client you would like to add the managed profile to
  • Once on the Client Profile Page, scroll down until you see the + Add Profile button underneath the Managed Profiles section, click that button

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  • Fill in the profile information and click Create