{"id":5712,"date":"2019-11-20T09:46:36","date_gmt":"2019-11-20T13:46:36","guid":{"rendered":"https:\/\/mobile-solutions.ingenico.com\/?p=5712"},"modified":"2020-04-14T17:56:08","modified_gmt":"2020-04-14T21:56:08","slug":"creating-a-new-profile","status":"publish","type":"post","link":"https:\/\/mobile-solutions.ingenico.com\/creating-a-new-profile\/","title":{"rendered":"Creating a New Profile"},"content":{"rendered":"

<\/p>\n

A profile is a default set of configurations defined by either a Client or a Sub-Client. A profile is generally based on payment transaction features for an industry vertical (such as Retail, Restaurant, QSR, Mini-store, \u2026) and the parameters required by the processor integrated within that profile.<\/p>\n

Thus, a profile is a template that combines permissions defined by a Client\/Sub-Client for a merchant organization along with abilities of the processor that serves those merchants. Every merchant organization belongs to some profile.<\/p>\n

1. First, log in to ROAMsupport6 by following the steps outlined here.<\/a><\/p>\n

2. On the sidebar, open the\u00a0Clients<\/strong> menu.\u00a0\u00a0<\/p>\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

3. Click on View Client<\/strong>, under the Clients<\/strong> menu.

4. You will now be presented with the Client Details page, as shown below. Click on the Create Profile <\/strong>button, along the top banner. <\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

5. Next, you’ll be shown the Create Profile screen. This will show a comprehensive list of all configurable options for creating a profile underneath a specified client. By default, the profile will be created for the logged-in client. <\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

6. Once you have filled in the applicable fields, click on the Create<\/strong> button at the bottom to create the profile. <\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

6. If successful, you’ll be prompted with a successful notification as shown below. You’ll have the option to create another profile, or view the profile just created.<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n","protected":false},"excerpt":{"rendered":"

A profile is a default set of configurations defined by either a Client or a Sub-Client. A profile is generally based on payment transaction features for an industry vertical (such as Retail, Restaurant, QSR, Mini-store, \u2026) and the parameters required by the processor integrated within that profile. Thus, a profile is a template that combines […]<\/p>\n","protected":false},"author":22,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/mobile-solutions.ingenico.com\/wp-json\/wp\/v2\/posts\/5712"}],"collection":[{"href":"https:\/\/mobile-solutions.ingenico.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mobile-solutions.ingenico.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mobile-solutions.ingenico.com\/wp-json\/wp\/v2\/users\/22"}],"replies":[{"embeddable":true,"href":"https:\/\/mobile-solutions.ingenico.com\/wp-json\/wp\/v2\/comments?post=5712"}],"version-history":[{"count":4,"href":"https:\/\/mobile-solutions.ingenico.com\/wp-json\/wp\/v2\/posts\/5712\/revisions"}],"predecessor-version":[{"id":5837,"href":"https:\/\/mobile-solutions.ingenico.com\/wp-json\/wp\/v2\/posts\/5712\/revisions\/5837"}],"wp:attachment":[{"href":"https:\/\/mobile-solutions.ingenico.com\/wp-json\/wp\/v2\/media?parent=5712"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mobile-solutions.ingenico.com\/wp-json\/wp\/v2\/categories?post=5712"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mobile-solutions.ingenico.com\/wp-json\/wp\/v2\/tags?post=5712"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}