Table of contents
Profiles can be used to specific audiences for Powell Teams templates or promoted teams. During Template configuration Powell Teams Administrators decide which group of users can select this template.
For example, a template for projects designed specifically for the Finance department is only visible to the Finance department members.
Profiles can address various user scenarios. For example you can make templates, in which external guests can be invited only available to sufficiently trained employees.
Click "Menu" - "Global administration" - "Profiles" to manage available audiences.
Read more about how to use profiles in Team template settings.
Create a new Profile
Click "Create a new profile" to open the profile creation form.
Enter a profile name and description.
Keep in mind that you can create profiles for one person as well as for a group of people. Use Profiles to test templates before publishing.
User accounts and Azure Active Directory group
If you choose the option "User accounts and Azure Active Directory group," you can have a security group created by IT or all the marketing users, for example. When a user joins the group, he automatically becomes part of the Powell TEAMS profile.
If you want to add more users, you can use the search box below and choose users from the list. You will see the user accounts and groups that have been selected. As mentioned before, you can add both individual users and a group of users as a profile.
Based on Office 365 Profile property
As you chose the option "Based on O365 Profile property", you will need to create a rule for a user profile. This user profile has properties like department, office, work phone, etc ... that the user can define and which can also be pushed by the company.
This allows displaying a template, for example, only for users in the marketing department. The difference with individual users is that it will enable more flexibility. If you have a new person joining the marketing team, you don't need to add him to your profile.
As you click on "Create a rule," you will create a rule according to the property, operator, and Value shown in the image below. You will choose the property type from the dropdown list - the one that fits your needs.
For the operator, you will choose the Value from two symbols. The first one, the symbol = signifies "equal." The second symbol represents "different," meaning that you will define the link between "property" and "value" according to these symbols.
Finally, for the Value, type your own Value.
Example: a profile created for the finance department team.
Click "CONFIRM" to save the profile and return to the profile list.
Profiles are displayed in alphabetical order.
Delete a profile
To delete a profile, click "Delete." Confirm the removal of the profile.
Templates that did use the profile change their "Who can use this" setting to "Everyone." To get a list template modify the profile first.
Modify a profile
Click on the "Settings" wheel icon to manage a profile.
View or change the name and/or the description of the profile. The rule type selected defines how the profile members are automatically recognized.
List of templates associated with your profile
The form displays all templates where the profile is used. To view the template, click the title.
Example: only one template is listed. The profile "research" is only selected in the "Sales review" template.