Adding and Updating Account Site Profiles

Use the Profile subtab of the Account Site Overview page to add and update the profiles of existing account sites. For further information on profile classes, see:

Note: Oracle Trading Community best practices are not to create profiles at the account site level. See: Oracle Trading Community Best Practices Setting Up Customer and Prospect Data (Note 269124.1 on My Oracle Support).

Prerequisites

To add and update account site profiles:

  1. Navigate to the Profile subtab on the Account Site Overview page.

  2. (For newly created account sites only) Select Yes in response to the Assign Profile Class confirmation message, in case you decide to create a profile at the account site level.

    By default, the account site inherits the profile class assigned at the account level. However, you can change the account site profile class as required.

    Attention: The profile class assigned at the account site level overrides the profile class assigned at the account level.

  3. See: Adding and Updating Account Profiles.

Related Topics