Profile Management
Learn how to organize, manage, and control access to profiles within your organization dashboard using folders, bulk actions, and permission settings.
Managing profiles in your organization allows you to keep your dashboard organized, share profiles efficiently, and ensure the right permissions are in place. This guide will walk you through how to organize and delete profiles within your organization dashboard.
Organizing Profiles and Folders
Accessing Your Profiles
From your Organization Dashboard, navigate to the Profiles section. This is where all of your organization’s profiles live. You can organize these profiles into folders to keep them structured — for example, by department, role, or project.
Creating a Folder
Step 1: In the Profiles section, click the + New button
Step 2: Select New Folder from the dropdown
Step 3: Enter a name for your folder and click Create
Your new folder will now appear in the Profiles section.
Moving Profiles Between Folders
You can move single or multiple profiles into folders at any time.
To move profiles into a folder:
Step 1: Select one or more profiles using the checkboxes next to their titles
Step 2: Click the -> Move button
Step 3: Choose the desired destination folder
To move profiles out of a folder, select the profiles and choose Move.
Bulk Deleting Profiles
If you need to remove several profiles at once, you can use the bulk delete option.
Step 1: From the Profiles page, use the checkboxes to select the profiles you want to delete.
Step 2: Click the Trash Can icon at the top of the page.
Step 3: Confirm the deletion when prompted.
Important: Once you delete profiles, the action is permanent and cannot be undone.
Understanding Permissions
Profile permissions determine what level of access each user has to the profiles within your organization.
- Editor - Have access to view and edit the profiles
- Collaborator – Can view and edit their own profiles and view any profiles in their organization
- Viewer – Typically have view-only access to shared profiles
Permissions for individual profiles can be adjusted through the Manage Permissions section of a profile accessed with the 3 dot menu top right of the profiles page.
To learn more, see Sharing Profiles & Managing Permissions.
Updated 10/14/2025, 12:40pm CST