Add an Incident Management profile

Incident Management profiles enable administrators to selectively assign access and security to users through the interaction of user roles and profiles. You can add Incident Management profiles to the out-of-box profiles.

Note: If you are not sure what information is available in the fields on the tabs you select, you can click Fill to generate a record list of possible options, and then choose one.

To add a new profile:

1. Click System Administration > Ongoing Maintenance > Profiles > Incident Management Profiles.
2. Type the name of the new profile in the Profile Name field.
3. Select the applicable security, forms, and incident matching options for the profile.
4. Click Add.

To use an existing profile to add a new profile:

1. Click System Administration > Ongoing Maintenance > Profiles > Incident Management Profiles.
2. Use search or advanced search to find one or more records.
3. Select a profile from the list that most closely matches the profile you want to add.
4. Type the new name of the profile in the Profile Name field.
5. Select the applicable security, forms, and incident matching options for the profile.

6. Click Add.

   Caution: Make sure that you do not click Save because doing so will replace the existing profile with the new profile you are attempting to add.

7. Click OK.