Add a Managed Profile

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

APPLIES TO: Admins

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

• Fill in the profile information and click Create