Kavi® Showcase Help

Chapter 34. Manage a Profile

Overview

Use the Manage a Profile tool to view and manage a profile. Search for a profile by name, category, keywords or state, or enter a text string in the 'Description' field to retrieve all profiles whose descriptions contain that string. The tool will return partial matches for whatever values you enter in the name and description fields, so you don't have to enter the exact value. Select the profile you want to view or manage. Once you've selected the profile, links to tools will be displayed so you can edit it, moderate it, etc.

Note

A profile is eligible for display if all gating criteria are met. At the least, the profile must be active, approved and set to display publicly. Some sites have additional display criteria, such as requiring a profile to be associated with one or more catalog items or to have a logo or other image before it can be eligible for display. For more information, see Gating Public Display.

Use the Manage a Profile tool to:

View a profile and access tools to manage it.

Back to top

How to Manage a Profile

Search

Search by setting any or all of the optional fields to refine the search criteria. If you set search criteria in more than one field, only profiles that match all your search criteria are retrieved. For faster searches, set criteria that efficiently retrieves just the profiles you need.

If you leave the search fields set to the default values, all available profiles are displayed. The more profiles retrieved through the search, the larger the drain on system resources.

Name

To search by name, enter the name. The name must be exact (partial string matches are NOT performed on the Name field).

Description

To search by text included in a description, enter the text string in the 'Description' field. Partial string matches are performed on the Description field, so you may enter a full or partial string here.

Keywords

To search by keyword, enter the keyword(s). If you've entered more than one keyword, use the pulldown list to set the keyword search behavior.

Keyword search behavior

Match Any

Select this value to return profiles that match any of the keywords (i.e., an 'OR' operation).

Match All

Select this value to return profiles that match all of the keywords (i.e., an 'AND' operation).

Exact Match

Select this value to return profiles that match all the keywords in the order in which they've been entered (i.e., a string matching operation).

Category

To search by category, select one or more categories.

State

To search by state, select the state.

Select

Select the profile you want to manage, then click Select.

Name

The name of the profile.

Categories

The category (or categories) assigned to this profile. These categories are used to group profiles in the showcase. To learn more about how categories are used by visitors in searching and browsing, see Searching and Browsing.

State

The profile state must be 'approved' for this profile to be displayed.

Status

If the profile status is 'inactive', this profile isn't eligible for display.

Display Publicly

If Displayed Publicly is 'Yes', the profile is potentially displayable. If this is 'No', the profile is visible to administrators only. To learn more about display rules, see Gating Public Display.

Last Modified

The date of most recent changes to this profile.

Manage

Information about the catalog profile you selected is displayed, along with links to tools that you can use to manage it.

  • Click the View link to see how the profile looks when displayed.

  • Click the Edit link to amend or update the profile information.

  • If your organization moderates profiles and this profile is in a pending state, the Moderate link is displayed. Click this link to moderate this item.

  • Click the Delete link if you want to permanently remove this profile.

  • The View Activity History displays the Profile Activity History.

Back to top