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Managing Profiles

Learn how to create, modify, and manage profiles in CDOT MDM.

Adding a New Profile​

Create new profiles to configure device settings and policies.

Steps to Add a Profile​

  1. Click the Add Profile button in the profiles table
  2. Enter the Profile Name (minimum 3 characters)
  3. Enter the Description (minimum 5 characters)
  4. Click Add Profile to create

Validation Rules​

  • Profile Name must have at least 3 characters
  • Description must have at least 5 characters
  • All required fields must be completed

After Creation​

  • A success message appears if creation is successful
  • An additional dialog offers to navigate to the Edit Profile page
  • If validation fails, an error message is displayed
  • Click Cancel to close without saving changes
tip
  • After creating a profile, you'll be prompted to configure its policies and restrictions immediately.

Editing Profile Details​

Update an existing profile's basic information.

Steps to Edit​

  1. Click the Edit button for the desired profile

  2. A dialog opens with pre-filled values:

    • Name
    • Description

  3. Modify the values as needed

  4. Click Save to update or Update Policies to edit policies

Update Options​

  • Save – Updates only the name and description
  • Update Policies – Redirects to the Edit Profile Policies page for full configuration
info
  • Editing basic profile information doesn't affect devices already using the profile.

Cloning a Profile​

Duplicate an existing profile to create variations quickly.

Steps to Clone​

  1. Click the Clone button for the profile you want to duplicate

  2. A confirmation dialog opens

  3. Enter the following information:

    • Profile Name (minimum 3 characters)
    • Description (minimum 5 characters)

  4. Click Clone to create the duplicate

After Cloning​

  • A success message appears upon successful cloning
  • You are automatically redirected to the Edit Profile Policies page
  • The cloned profile includes all policies and restrictions from the original
  • If cloning fails, an error message is displayed
tip
  • Cloning is useful for creating variations of existing profiles without starting from scratch. For example, create a "Manager" profile by cloning the "Employee" profile and adjusting specific policies.

Publishing a Profile​

Change a profile's status to make it active and available for device assignment.

Steps to Publish​

  1. Locate the unpublished profile (orange status icon)
  2. Click the Status Icon
  3. A dialog appears with options:
    • Cancel – Closes the dialog without changes
    • Publish Profile – Makes the profile active

Publishing Results​

  • Success: The status icon changes to Published (green) and a success message appears
  • Failure: An error message is displayed with details
warning
  • Once a profile is published and assigned to devices, certain modifications may require republishing and can affect all devices using that profile.

Deleting a Profile​

Remove profiles that are no longer needed.

Deleting a Profile with No Devices​

If the profile has zero associated devices:

  1. The Delete button is enabled
  2. Click the Delete button
  3. A confirmation dialog appears
  4. Confirm the deletion
  5. The profile is removed from the table
  6. A success message is displayed

Cannot Delete Profiles with Devices​

If the profile has associated devices:

  • The Delete button is disabled
  • Attempting to delete triggers an error message
  • You must first unassign all devices from the profile
caution

Before Deleting:

  • Ensure no devices are using the profile (Device Count = 0)
  • Consider archiving important profiles instead of deleting
  • Deletion cannot be undone

Best Practices​

Profile Organization​

  • Use clear, descriptive names that indicate the profile's purpose
  • Include department or role information in the name (e.g., "Sales Team - Android", "Executive - High Security")
  • Keep descriptions detailed and up-to-date

Version Control​

  • Document changes when modifying profiles
  • Test profile changes on a small group before wide deployment
  • Use cloning to create test versions of production profiles

Lifecycle Management​

  • Regularly review and update profiles
  • Remove or archive unused profiles
  • Keep track of which profiles are assigned to which device groups
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