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Managing Master Profiles
  There are a series of changes you can make to the settings of your Master Profiles, explained on this page. 
 
 
 
Setting an Owner/s for My iD Profiles

My iD is a 'global' app; this means that the same content can be maintained from any subsite. Setting an owner (or owners) for My iD means:

  • Owner name(s) will appear in the footer of every profile, users can then contact the owner with questions about this content
  • People with a security status of 'Creator' or 'Contributor' will be required to contact the Owner(s) to approve his/her content changes to Master Profiles

  • Note: Ownership does not automatically denote 'Full Control' security, which must still be set for the Owner/s. See the My iD security page for more information


Step 1 - Access My iD

  • Via the Clever Tools 'My iD' link


  • Via the User Profile in the layout


  • Via some other dedicated link that has been created for you (e.g. Quick Link)


  • You can access it anytime via the URL structure: http://yourintranet/subsitename/myid
    (Where 'your intranet' and 'subsite name' are replaced with your actual intranet details)


  •  
 
Step 2 - Owner Properties
Once you are at My iD, notice the Editing Toolbar / Editing Ribbon, there will be the option Manage Master Profiles:
Note: If you do not have the correct Front End Security to work on this application, you will not see the Editing Toolbar. 


Select Manage Master Profiles


The Editing Toolbar options will change, now select Properties


Step 3 - Add the new Owners

The General tab now displays Folder Owner(s), select Add User/s


Search by Last Name, First Name and or Email. Using the asterisk, * as a wildcard on any field. Search from Active Directory or User Database depending on whether user names as stored in Active Directory or directly within the intranet.



From the results, use the checkbox next to a user name to select him/her, click OK


All selected users will be added to the Folder Owner(s) list.  You can Remove User/s here, by selecting the checkbox next to a user name and pressing Remove User/s


Step 4 - Save your changes by selecting the disk icon


To confirm your changes, go to any Profile in the system, and scroll to the footer. Here you will see the owner(s):


    Deleting a Master Profile

    The Master Profile that is marked as 'Applied' in the system will provide the structure for all Profiles. Only one Master Profile can be applied at any one time. Other Master Profiles can remain in the system and be edited or Applied later.

    In this example, notice there are three Master Profiles, the 'Social Master Profile' is currently Applied. Meaning all Profiles in the system adhere to the content and structure of this Master Profile. Accordingly, if you intend to Delete a template, identify and assign a template to be applied.


    Step 1 - Access My iD

    • Via the Clever Tools 'My iD' link


    • Via the User Profile in the layout


    • Via some other dedicated link that has been created for you (e.g. Quick Link)


    • You can access it anytime via the URL structure: http://yourintranet/subsitename/myid
      (Where 'your intranet' and 'subsite name' are replaced with your actual intranet details)


    •  
     
     


    Step 2 - Manage Master Profiles to access further options

    Once you are at My iD, notice the Editing Toolbar / Editing Ribbon, there will be the option Manage Master Profiles:
    Note: If you do not have the correct Front End Security to work on this application, you will not see the Editing Toolbar. 



    Step 3 - Access Master Profiles list

    In the center of the screen, the listing of Master Profiles will appear on the Master Profiles tab.

    If you are deleting the current Applied Master Profile, select another Master Profile to replace it now, by selecting the round, 'radio' button. 


    Step 4- Select & Delete the Master Profile

    Select the check box next to the Master Profile you are deleting


    From the Actions: drop down box, select Delete


    The Master Profile list will be updated. Note: If you have deleted the Applied Master Profile without assigning an alternative, this will be indicated as 'There is no Master Profile currently applied':


    Until a Master Profile has been applied, no Profiles will display in the system. Instead, the following message will be displayed:



    In this case, return to Manage Master Profiles and select the Master Profile to be Applied.


    Undelete a Master Profile

    If a Master Profile has been deleted inadvertently, it can be undeleted as follows.

    Step 1 - Access My iD

    • Via the Clever Tools 'My iD' link


    • Via the User Profile in the layout


    • Via some other dedicated link that has been created for you (e.g. Quick Link)


    • You can access it anytime via the URL structure: http://yourintranet/subsitename/myid
      (Where 'your intranet' and 'subsite name' are replaced with your actual intranet details)


     

    Step 2 - Manage Master Profiles to access further options

    Once you are at My iD, notice the Editing Toolbar / Editing Ribbon, there will be the option Manage Master Profiles:
    Note: If you do not have the correct Front End Security to work on this application, you will not see the Editing Toolbar

    Step 3 - Access the Recycle Bin

    From the Editing Toolbar, select Properties then Recycle Bin 

    Then select the check box next to the Master Profile to be undeleted. From the Actions: drop down, select Undelete

     

    A confirmation message will appear, select OK

     

    The Recycle Bin will indicate undelete success

     

    The undeleted item will appear on the refreshed Master Profiles tab



     

     

    Reverting to a Previous Version

    If you have made a change to your Master Profile that now needs to be changed back, or, you would like to review previous versions, follow the steps below. 

    Step 1 - Access My iD

    • Via the Clever Tools 'My iD' link


    • Via the User Profile in the layout


    • Via some other dedicated link that has been created for you (e.g. Quick Link)


    • You can access it anytime via the URL structure: http://yourintranet/subsitename/myid
      (Where 'your intranet' and 'subsite name' are replaced with your actual intranet details)


    •  
     
     


    Step 2 - Manage Master Profiles to access further options

    Once you are at My iD, notice the Editing Toolbar / Editing Ribbon, there will be the option Manage Master Profiles:
    Note: If you do not have the correct Front End Security to work on this application, you will not see the Editing Toolbar


    Step 3 - Select & Edit the Master Profile to be Reverted

    Find the Master Profile you intend to revert - Select Edit



    The Master Profile will open. From the Editing Toolbar, select Properties



    Select the tab, Version Control



    At the Version Control tab, you can identify

    • The Current Version Number, who the Master Profile was Created By and the Date Created 


    • All previous versions and the associated details of each version.
      Note: Here you can View any version to confirm your choice before proceeding with Revert   


    Select the round button next to the version you wish to revert to:



    Then confirm the change and press Revert button:

     

    The Master Profile will refresh. You will identify the version has updated:


    To save the change, from the Editing Toolbar, select the disc icon   

    To save this change immediately across the site, select Publish to Live & Exit. For other options, see explanations below.



    • Save a Draft & Continue
      Save the Master Profile as a draft and continue editing
      Use this option if you are continuing to work on the Master Profile


    • Save a Draft & Exit
      Save the Master Profile as a draft and exit
      Use this option if you have made a change, but do not want it to go 'Live' yet. No one but you can access this draft.

    • Publish to Staging & Exit
      Publish the Master Profile to staging and exit
      Use this option if you do not want the Master Profile to go 'Live' yet, but wish to share the version with other Editors.

    • Publish to Live & Exit
      Publish the Master Profile to live and exit


    Finally, enter a description to be stored in this version.


     
     
     
    iD Help refers to iD 8
     
     
     
    The {0} view cannot be edited until it is customized in the template.
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