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Editing Profile Configuration

The Edit Profile page allows you to modify profile details, initialize sections, manage applications, and configure policies and restrictions.

Edit Profile Page Overview​

The Edit Profile page provides comprehensive tools for configuring all aspects of a profile, from basic details to complex policy configurations.

Profile Details Card​

At the top of the page, the Profile Details Card displays key attributes:

  • Name – The profile name
  • Description – Brief description of the profile's purpose
  • Version – Current version of the profile
  • Status – Active or inactive state
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  • This card provides context while editing to ensure you're working on the correct profile.

Control Buttons​

The Edit Profile page uses four primary buttons to manage configuration sections.

Initialize Button​

The Initialize button activates a configuration section for editing.

Initial State:

  • Appears disabled (greyed out)
  • Indicates the section is not yet configured

Steps to Initialize:

  1. Click the Initialize button
  2. The button changes to green, indicating the section is ready for modification
  3. Configuration fields become editable
  4. No API calls occur until Save is clicked

Important Notes:

  • Clicking Cancel reverts the section to its uninitialized state
  • Multiple sections can be initialized independently
  • Initialize doesn't commit changes – use Save to apply

Save Button​

The Save button commits changes to the profile configuration.

When Enabled:

  • After clicking Initialize button
  • When changes are made to an already initialized section

Save Process:

  1. Click the Save button
  2. A confirmation dialog appears
  3. Choose to update or initialize the profile
  4. System validates the configuration
  5. Success: Confirmation message appears
  6. Failure: Error message is displayed
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Always save your changes before navigating away from the page. Unsaved changes will be lost.

Cancel Button​

The Cancel button discards unsaved changes and restores the last saved state.

Cancel Behavior:

  • Discards all unsaved changes in the current section
  • Restores the last saved state
  • If no changes have been saved, reverts section to grey (uninitialized) state
  • Ensures incomplete modifications are not retained

When to Use Cancel:

  • Mistakes were made during configuration
  • Need to start over with the last saved configuration
  • Want to abandon changes without committing
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  • Cancel is section-specific. It only affects the current section being edited, not the entire profile.

De-initialize Button​

The De-initialize button resets a section to its original uninitialized state.

De-initialize Process:

  1. Click the De-initialize button
  2. Confirmation dialog appears
  3. Confirm the action
  4. Section turns grey, indicating de-initialization
  5. Success: Success message confirms de-initialization
  6. Failure: Error message if section was never fully initialized

Use Cases for De-initialization:

  • Remove a policy or restriction that's no longer needed
  • Start fresh with a section's configuration
  • Simplify a profile by removing unused sections
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  • De-initialization removes all saved configuration for that section. This action cannot be undone.

Managing Applications​

Add or remove applications that will be deployed with the profile.

Adding Applications​

Steps to Add:

  1. Click the Add button in the applications section
  2. A dialog opens showing available applications
  3. Select applications from the list
  4. Configure app-specific settings (installation mode, permissions)
  5. Click Add to include them in the profile

Validation:

  • The system verifies required fields and format constraints
  • Success: Application is added and success message displays
  • Failure: Error message appears with details

Deleting Applications​

Steps to Delete:

  1. Locate the application in the profile's app list
  2. Click the Delete button for that application
  3. A confirmation dialog displays the application name
  4. Confirm deletion to remove the app
  5. Success: App removed and success message appears
  6. Failure: Error message displayed
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Applications added to a profile will be automatically installed on devices when the profile is assigned.

Managing Web Applications​

Add or remove web applications for quick access on devices.

Adding Web Applications​

Steps to Add:

  1. Click the Add button in the web applications section

  2. A dialog opens for web app configuration

  3. Enter web application details:

    • Application name
    • Page URL
    • Icon upload

  4. Click Add to include in the profile

Deleting Web Applications​

Steps to Delete:

  1. Find the web application in the profile's web app list
  2. Click the Delete button
  3. Confirm deletion in the dialog
  4. Success: Web app removed with confirmation
  5. Failure: Error message with reason

Validation Components​

The Edit Profile page enforces strict validation rules to ensure data integrity.

Text Input Validation​

Rules:

  • All text fields must be completed
  • Empty fields trigger error messages
  • Minimum character requirements enforced

Validated Fields:

  • Profile name (min 3 characters)
  • Profile description (min 5 characters)
  • Policy configuration values
  • Application and web application names

Toggle Button Validation​

Rules:

  • At least one toggle option must be selected
  • No selection triggers error message

Used For:

  • Policy enable/disable states
  • Multi-option configuration settings

Switch Validation​

Rules:

  • Switch buttons must toggle correctly between ON (true) and OFF (false)
  • Changes must be properly saved when clicking Save
  • State persistence is validated

Used For:

  • Binary policy settings (allowed/blocked)
  • Feature enable/disable toggles

Rules:

  • Drop-down selections must be valid options
  • Color picker must accept only valid color codes
  • Validation occurs before saving changes

Used For:

  • Selecting policies from predefined lists
  • Choosing restriction levels
  • Configuring display settings (themes, colors)
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Validation Errors:

If validation fails:

  • An error message appears with specific details
  • The save operation is blocked
  • Correct the errors before attempting to save again

Configuration Workflow​

  1. Initialize Section

    • Click Initialize for the section you want to configure
    • Section becomes editable

  2. Configure Settings

    • Fill in required fields
    • Set policies and restrictions
    • Add applications and web applications

  3. Validate Configuration

    • Review all settings for accuracy
    • Ensure required fields are completed
    • Verify policies don't conflict

  4. Save Changes

    • Click Save button
    • Confirm in the dialog
    • Wait for success confirmation

  5. Test Profile

    • Assign to a test device
    • Verify all settings apply correctly
    • Make adjustments as needed

Best Practices​

  • Save Frequently – Save after completing each major section
  • Test Changes – Test profile modifications on a small group first
  • Document Changes – Keep notes on what was modified and why
  • Use Cancel Wisely – Don't hesitate to cancel if you're unsure
  • Backup Profiles – Clone profiles before making major changes
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  • This structured approach ensures efficient profile management while maintaining data accuracy and compliance with system requirements.
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