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Info

If you wish to visualize or manage production profiles go to the production profile guide:
How to visualize and manage Production Profiles

Instructions

1. Find Import Button

In the map view, find the options ribbon at the top, and click:

File ⇒ Import

Prospect import 1.png

2. Select Production profile

Untitled-1.png

3. Select File

Production profileArtboard 8.png
Production profileArtboard 1.png

Click the Import production profile button.

Navigate to your chosen file, and open it.

Select the profiles you wish to import.

Click “next” to continue.

The supported file formats are:

  • excel (.xlsm and .xlsx)

    • Only when formatted according to the RNB format.

Info

If you do not have the data in the RNB format, we provide a simplified file for input and import.

4. Select the associated asset

Search for the asset.

Select the desired asset.

Rename the profiles if desired/required.

Click “next” to continue.

Production profileArtboard 2.png

5. Assign the profile to the associated profile set

Search for the profile set or create a new one.

Select the desired profile set.

Upload the profiles.

You can set the Profile set permissions here by clicking the tri-bar icon.

Info

Depending on company settings, the default permissions may be “read” company wide, if the information is sensitive within the company, set the permissions before uploading.

Production profileArtboard 3.png

6. Review and access data.

You can load the data source you just uploaded to.

You can open the info panel for the asset you uploaded the profiles to by clicking the “i”.

Production profileArtboard 4.png

7. Access the attachments

When in the info panel of an asset click on the attachments icon.

Production profileArtboard 5.png

8. Manage data

From the attachments you can:

  • Move profiles.

  • Change access permissions for profile sets.

  • Rename profiles and profile sets.

  • Delete profiles or profile sets

Note

When deleting a profile set you will delete all containing profiles, also ones uploaded to other assets.

Production profileArtboard 6.png