Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/UserMgmt/AppProfiles.htm

## Managing Application Profiles in Align

Application profiles enable admins to create groups of users that all share a similar set of application configurations. Align operational users can import application profiles and assign them to functional profiles as part of managing roster members, then push those assignments back to the corresponding user\_\_sys record.

**Who can use this feature?**

* Align Operational Users – Browser
* [Assigning Application Profiles to Functional Profiles](#Assignin)
* Users require an Align License

### Configuring Managing Application Profiles in Align for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Align Operational Users](#)

To configure this feature:

1. Ensure [Configuring Align](../Configuration/ConfiguringAlign.htm) 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](../Configuration/AlignCRMIntegration.htm#Viewing,) in the integration with Vault CRM.

#### Importing Vault CRM Application Profiles

When the next [import](../Configuration/AlignCRMIntegration.htm#Importin) 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

### Assigning Application Profiles to Functional Profiles as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Align Operational Users](#)

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](FunctProfiles.htm):

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](UserMgmt.htm#Designat) 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**.

### Related Topics

[Using Functional Profiles](FunctProfiles.htm)

[Application Profiles](../../Getting_Started/SettingUp/ApplicationProfiles.htm)

[Managing Users in Align](UserMgmt.htm)