How to Customize Profile Generation

Owned by Christine Gross
Last updated: Oct 03, 2024
2 min read

After the initial profile generation, the administrator can re-generate profiles at any time and specify the scope in terms of the population and which demographic values to use. The user demographic fields available to choose from are based on the tenant's collected user metadata. In order to be included, the field must be collected and populated. The administrator can also change the system defaults regarding minimum quality and population of profiles. It’s important to note that activated profile grants will NOT be lost upon regeneration.

  • Navigate to the Profiles tab and you will see a listing of profiles.

    Profiles_Generated.png

  • Click Generate Profiles.

    Profiles_ClickGenerateProfiles.png

  • Optionally adjust the User Attributes Considered section.

  • Optionally adjust the Minimum Number of Users per Profile.

  • Optionally adjust the Minimum Match Rate for Suggested Access.

  • Click Generate.

  • Review the newly generated profiles. Notice in this example that the “Covered by Profile Grants” count increased by 84 but the number of “New” grants increased by 220 so this would likely warrant additional regenerations to strike the right balance between coverage and managing profile grants.