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Profiles Grid Page

You can review all profile records added into the application in a grid on the Profiles Grid page based on your user role’s permissions. Access the Profiles Grid page by clicking the Profiles tab on the left sidebar. The main elements on the Profiles Grid page are numbered in the screenshot below and descriptions are provided following the image.

1) filters above the grid. 2) the grid. 3) Add Profile button above the grid. 4) Search box above the grid. 5) checkbox beside a profile record in the grid. 6) page numbers and number of records under the grid.

  1. Profiles Grid filters: you can filter the Profiles Grid to narrow down the profiles displayed in the grid. The filters available by default are "Created Date" and "Last Updated Date". You can add more filters by clicking the Filter Menu button (), selecting the fields by which you want to narrow down the grid data, then clicking Done. The filter menu includes all profile fields.
  2. Profiles Grid: each row represents one profile record in Case IQ. Click a profile row and its page will be loaded (see A Profile's Page). You will only see profiles on the Profiles grid that you have permissions to access.
  3. Add Profile button: navigates you to the New Profile form to add a profile manually (see Add a Profile). 
  4. “Search content…”: enter text in the search box and the grid will pull all profiles that (1) contain the text and (2) you have permissions to access (read Grids for details).
  5. Select profile: click the checkbox to select the profile row and access additional grid actions (read Grids for details).
  6. Grid pages: navigate through the grid results using the page links below the grid. The number of records based on your filters and search criteria is shown at the right bottom corner of the page.