Updating a legacy customer profile to use a Recipe

A legacy customer profile represents an entity with no Profile attached. This commonly occurs when entities are created or individual checks are run without a profile. For more about Profiles, see here.

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Note

When entities are created, Profiles are not assigned by default. Entities can receive a Profile once a pre-defined Recipe has been assigned and run. This assignment can be completed via the Portal or API.

Steps

To update a legacy customer profile to use a Recipe in Portal, complete the following steps:

  1. Open the customer’s profile
  2. Navigate to Personal Info Tab
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Personal Info

  1. Click on Edit Customer Info
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Edit Customer Info

  1. Select an option from the Recipe dropdown.
  2. Click on Save & Verify to run the new checks associated with this Recipe.