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Creating different types of profiles
Creating different types of profiles

Create the types of profiles and their properties with which you want to organize your organization's information.

Martina avatar
Written by Martina
Updated over a week ago

In Parallel, you can create as many types of profiles as you want to organize your information as you wish.

What is a Parallel profile? 💡 Read this article.

You will see that, by default, you will have 3 types of profiles (each one with certain default properties):

  • Individual

  • Legal entity

  • Contract

To organize your legal information, you can use these types of profiles, or you can create new ones!

And you may wonder... how do I create another type of profile in Parallel? In this article you will learn:

⚠️ Remember, only admins can access to this page.

How to create a new type of profile

1️⃣ Go to your user menu (at the bottom left of your screen, in the side menu).

2️⃣ Select Organization

3️⃣ Go to Profiles. Here you will see the 3 types of profiles that already come with Parallel (you can delete or edit them).

4️⃣ To create a new profile type, go to the New type button.

5️⃣ Give this new profile type a name. Example: KYC, Provider, Employee, etc.

Note: You can set up the profile to be available in both English and Spanish.

You will see a new profile type created. Click to configure it!

6️⃣ When you open the new profile, it will appear with only one default property.

7️⃣ Start setting up your profile properties to suit what your organization needs.

Add and edit the properties of your profile types

What is a property of a profile? 💡

Properties are each of the data that you can fill in a profile.

This is where you set what properties should be in each type of profile.

1️⃣ Select Add property to your profile type.

2️⃣ Give a name to the property you want to add (for example: Supplier expiration date).

Here, you can also add its translation in English and Spanish, so the profile adapts to the user's language.

3️⃣ Choose the format or type of property (for example: Date).

4️⃣ Choose if this property should have an alert ⏰ associated to it. In case you have to associate an alert, set how often you want to be alerted.

That's it! Add as many properties as you want!

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