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.
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:
- Open the customer’s profile
- Navigate to Personal Info Tab
![Screen Shot 2022-07-28 at 10.53.56 am.png 2806](https://files.readme.io/8a84175-Screen_Shot_2022-07-28_at_10.53.56_am.png)
Personal Info
- Click on Edit Customer Info
![Screen Shot 2022-07-28 at 10.56.43 am.png 2840](https://files.readme.io/cdd4d2c-Screen_Shot_2022-07-28_at_10.56.43_am.png)
Edit Customer Info
- Select an option from the Recipe dropdown.
- Click on Save & Verify to run the new checks associated with this Recipe.
Updated 8 months ago