Profile

Use this topic for maintain public business identity.

Before you start

  • Use the correct company and an active account with permission for this workflow.

Where to go

Workspace → Profile

Audience

Business owners responsible for public identity.

Permissions

  • Only business owners may edit or publish the business profile.

Actions

Edit profile
Use Edit profile to support maintain public business identity.
Publish profile
Use Publish profile to support maintain public business identity.

Statuses

Draft
The record is currently draft.
Published
The record is currently published.

Workflow

  1. Open Profile.
  2. Review the record and its current status.
  3. Choose Edit profile and confirm the result.

Expected outcome

Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.

Troubleshooting

A profile change is not public
Complete required identity fields and publish the saved profile