Manage details and additional services for a product profile

You can configure a profile’s details and access to additional services from within the Profile Settings menu. To access the menu, select Settings from the Product Profile page.

settings

The Edit product profile menu appears, starting on the Edit profile details tab. This tab allows you to input and edit your profile name and description. You can also modify your display name as well as the email notification settings for your account.

edit-product-profile

Select Next to access the Enable services page.

The Enable services menu allows you to modify a profile’s access to additional Platform services that were initially configured when the profile was created. Depending on your Platform subscription, these services can include:

  • Data Science Workspace
  • Query Service
  • Real-Time Customer Data Platform UI (For Real-time CDP only)
  • B2B UI

Click the toggle on the right side of a particular service to enable or disable it. You can also select the All on checkbox to enable or disable all listed services.

When finished, select Save.

enable-services

Customers entitled to the B2B or B2P Edition have access to B2B UI. B2B UI can be provisioned for users through the Enable services menu. Select the toggle beside B2B UI to enable the service for a particular product profile, and then select Save.

The B2B UI toggle enables users to view B2B workflows around managing Accounts and Opportunities, as well as create B2B related segments. For more information, see the documentation on Real-time Customer Data Platform B2B Edition.

enable-b2b

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