To configure this feature:

1. Ensure Configuring Align is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   crm_application_profile__v	CRED	All	All	Edit
   aln_functional_profile__v	CRED	All	crm_application_profile__v	Edit
   aln_roster_member__v	CRED	All	crm_application_profile_override__v crm_imported_application_profile__v	Edit

6. Navigate to Admin > Configuration > Objects > aln_functional_profile__v > Layouts.
7. Place the crm_application_profile__v field on the appropriate layouts.
8. Navigate to Admin > Configuration > Objects > aln_roster_member__v > Layouts.

9. Place the following fields on the appropriate layouts:

   • crm_application_profile_override__v
   • crm_imported_application_profile__v
10. Ensure the crm_application_profile_override__v field has an active outbound field mapping in the integration with Vault CRM.

Importing Vault CRM Application Profiles

When the next import occurs, active application_profile__v records import as crm_application_profile__v records with the following properties:

• name__v = The value of the name__v field from the corresponding application_profile__v record
• status__v = active__v
• vault_crm_record_id__v = The value of the id field from the corresponding application_profile__v record

Once application_profile__v records are imported as crm_application_profile__v records, Align operational users can assign a application profile to multiple users at once using functional profiles:

1. Edit the appropriate aln_functional_profile__v record.
2. Use the CRM Application Profile field to search for and select the appropriate crm_application_profile__v record.
3. Select Save.

If a application profile associated with one or more functional profiles is deleted, the corresponding crm_application_profile__v record is not deleted during the next import. Instead, an error displays in the import log informing admins that the crm_application_profile__v record must first be disassociated from all functional profiles.

Manually Overriding a Roster Member's Application Profile

By default, individual roster members' associated application profile is inherited from their associated functional profile. However, admins can override this functionality with a specific application profile per aln_roster_member__v record.

Roster members must be designated as Align-mastered in order to manually override their application profile.

To override a roster member's application profile:

1. Edit the appropriate aln_roster_member__v record.
2. Use the crm_application_profile_override__v field to search for and select the appropriate application profile.
3. Select Save.