Adding & Removing Agents in a Profile

Owned by Stonebranch (Deactivated)
Jul 15, 2024

Adding / Removing Agents in a Profile

To add and/or remove agents in a Profile, perform the following steps:

Step 1

Select a profile in the Profile tree.

Step 2

Display the Edit Agent List dialog, either by:

  • Clicking the Edit Agent List link at the bottom of the Profile Agents tree.
  • Clicking Edit Agent List on the I-Management Console File menu.
     

     
    The Available Agents window lists all agents that are assigned to the current user. To display the list of available agents, click + next to All Agents.
     
    The Include in Profile window lists all of the agents that currently are included in this profile. To see the list of all agents currently in the profile, click + next to Agents.

Step 3

To add an agent to the profile:

  1. Click on that agent in the Available Agents window.
  2. Click the Assign-> button.
    The agent is listed in the Include in Profile window.

Step 4

To add all agents to the profile, click the Assign All-> button.
All of the agents are listed in the Include in Profile window.

Step 5

To remove an agent from the profile:

  1. Click on that agent.
  2. Click the <-Remove button.
    The agent is removed from the Include in Profile window.

Step 6

To remove all agents from the profile, click the <-Remove All button.
All of the agents are removed from the Include in Profile window.

Step 7

Click the Save button at the bottom of the Edit Agent List dialog to save your edits.