Insites Docs Instance PermissionsUser ProfilesCreating a Profile

Creating a Profile

Last updated on November 14, 2024.

Follow the steps below to create a profile. Each profile can have multiple custom fields, such as String, Integer, Float, and DateTime.

  1. Navigate to Permissions from the main menu.
  2. Select Profiles.
  3. Select CREATE PROFILE.
  4. Fill out all the forms in the following tabs:
    • Details
    • Fields
    The input description details for each tab are outlined in the following two sections of this article.
  5. Select CREATE PROFILE.

Details

This tab contains one input field that has its details outlined in the table below:

Input LabelTypeRequiredDescription
Profile Name Text Field Yes Name of the profile.
Schema NameDisplay FieldNoName that Insites uses to store the profile name in the database.

Fields

Use this tab to add a field to a profile. Select ADD PROFILE FIELD and fill out the following input fields:

Input LabelTypeRequiredDescription
Field Name Text Field Yes Name of the field. 
Database Column NameDisplay FieldNoThis display field displays the database column name that Insites uses in the database.
Field Type Dropdown Field Yes

Type of field. Options are:

  • Array
  • Boolean
  • Date
  • DateTime
  • Decimal
  • Number
  • String
UI Element Dropdown Field Yes UI Element used by the field. Please refer to Field Types and UI Elements for more details.

Select SAVE FIELD when you are done creating your field.

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