> ## Documentation Index
> Fetch the complete documentation index at: https://docs.consile.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Profiles

> Create a fixed package of access, for example Bookkeeper, and give it to several colleagues at once. Creating and editing a profile is free. The price follows the users who get access.

*[Læs siden på dansk](https://docs.consile.ai/portal/profiler.md)*

A profile is a fixed package of access to your connectors, for example
*Bookkeeper* or *Marketing*. You create it once and give it to the colleagues who
need the same access. Then you do not have to set the access level connector by
connector every time a new colleague starts.

Profiles are a shortcut. You do not have to use them, and with one connector they
do not add much. Access is still given per user and per connector as described
under [Team, users and access](https://docs.consile.ai/en/portal/team.md). A profile just makes the same
choices for you.

> [!NOTE]
>
> Only administrators can see and edit profiles. A member sees *Administrators
> only* instead.

## What a profile costs

* Creating, editing, renaming and deleting a profile is free.
* The price depends only on how many users have access to a connector, exactly as
  when you give access by hand. See
  [Price for extra users](https://docs.consile.ai/en/portal/team.md#price-for-extra-users).
* The first user on a connector is included in the price. If one colleague
  already has access to e-conomic, and you give a profile with e-conomic to two
  more colleagues, that is two extra users at 149.50 DKK/month excl. VAT each.
* When a profile would give someone an extra user, the portal shows the amount
  before anything happens. Nothing is charged until you have confirmed.

## Create a profile

**1. Open the Profiles tab**

Open **Team** and choose the **Profiles** tab next to **People** and
**Access overview**.

**2. Create the profile**

Click **New profile**, type a name, for example *Bookkeeper*, and click
**Save**. Two profiles cannot have the same name.

**3. Choose access per connector**

The profile shows a line for each connector you subscribe to. For e-conomic
and Uniconta you choose between **None**, **Read only** and **Full access**.
For the other connectors you choose between **None** and **Access**. See
[Access level for e-conomic](https://docs.consile.ai/en/portal/team.md#access-level-for-e-conomic) and
[Access level for Uniconta](https://docs.consile.ai/en/portal/team.md#access-level-for-uniconta).

**4. Save the profile**

Click **Save profile**. The portal says *Profile saved.*

A profile is a complete description of a person's access. A connector set to
**None** in the profile is one the person does not get access to. If you buy a
new connector later, it is switched off for everyone who follows the profile until
you add it to the profile.

**Custom** does not exist in a profile. If a colleague needs a hand-picked list of
tools, choose it on the person's own page. See
[Custom access](https://docs.consile.ai/en/portal/team.md#custom-access).

A profile cannot give the membership licence either. You give it on the person's
page. See [Membership licence](https://docs.consile.ai/en/portal/team.md#membership-licence).

## Give a profile to a colleague

**1. Open the person's page**

Go to the **People** tab under **Team** and click the person's name. The
**Profile** card sits above the list of connectors. The card only shows when
you have created at least one profile.

**2. Choose the profile**

Choose the profile under **Pick a profile** and click **Apply the profile**.

**3. Confirm the price if extra users are added**

If the profile gives access to connectors where the person becomes an extra
user, the portal opens the **Confirm an extra user** window. It shows how
many connectors the person gets access to and how much more it costs per
month. If the profile also removes access to a connector the profile does
not name, the window says so too. Click **Apply the profile** to confirm, or
**Cancel**.

The person's access is set to what the profile says, on all connectors at once.
Access the profile does not give is removed. Access works within a few seconds,
and the person does not need to add the connector in their AI assistant again.

## Follows or differs

The person's page shows whether the person still has exactly the access the
profile gives:

* *Follows the Bookkeeper profile*: the access is the same as in the profile.
* *Differs from the Bookkeeper profile*: someone has changed the person's access
  by hand afterwards, for example given extra access to one connector.

The portal works this out from the person's access every time, so the marker
always matches the access the person actually has. To set the person back to the
profile, click **Reset to the profile**.

If you click **Remove the profile**, the person no longer follows a profile. The
access is unchanged, and no access is removed.

## Colleagues with the membership licence

If you have the [Consile Studio membership](https://docs.consile.ai/en/portal/membership.md) or
[the free edition](https://docs.consile.ai/en/portal/free-edition.md), a colleague with the licence has
access through the licence and not per system. A profile therefore cannot describe
that colleague's access.

* On the colleague's page, the **Profile** card says: *This person holds the
  Studio membership licence instead of per-system access, so a profile cannot
  describe their access. Set the access level per system instead.* The **Apply
  the profile** button cannot be used.
* If the colleague follows a profile you edit, the colleague is not touched. The
  **This changes access for people** window mentions them, for example
  *\<name> holds the Studio membership licence, which covers the systems the
  membership includes, so the profile does not apply to them.*

You set the colleague's access level per system on the person's page. See
[Membership licence](https://docs.consile.ai/en/portal/team.md#membership-licence).

## Edit a profile that colleagues follow

If you edit a profile that one or more colleagues follow, their access changes
too. That is why the portal first shows the **This changes access for people**
window, before anything is saved:

* The window names the colleagues whose access will be changed.
* If the change costs something, the amount per month appears, for example *That
  adds 149.50 kr per month.* Otherwise it says *That costs nothing extra.*
  Switching between **Read only** and **Full access** costs nothing.
* If a colleague has had their access changed by hand, so they differ from the
  profile, they are not touched. The window mentions them too.
* A colleague with the membership licence is not touched either. See
  [Colleagues with the membership licence](#colleagues-with-the-membership-licence).

Click **Change … people** to save and change the access, or **Cancel**.

## Delete a profile

Click **Delete** on the profile, and click **Delete** again in the *Delete the …
profile?* window. The profile disappears, but the colleagues who followed it keep
exactly the access they have today. Nobody loses access, and the price does not
change.

> [!TIP]
>
> To remove a colleague's access, do it on the person's page. See
> [Team, users and access](https://docs.consile.ai/en/portal/team.md).


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