Group Profiles are a quick and easy way to manage your connections in bulk. Save time and provide a consistent, even-handed approach to your connections by managing them in groups that you define and manage.
There are three simple steps to creating and managing Group Profiles:
Step one: create a Group
A group can be anything you want, but most people name their Groups after a department, group within the business or location. For example, Sales Team, Exec Team, Southampton Office etc.
Step two: create the Profile
Choose which restrictions and controls apply to the Group. For example, Adult Content restrictions, Security restrictions, Spend Limits, Location Visibility, and Data Insight Level.
Step three: assign connections
Finally, decide who is in the group. Once selected and saved, the profile will be applied to the group. Any existing controls will be removed, and the new ones will be added.
What’s more, if you update the Group Profile in the future, the new settings will be applied to the connections within the Group.
To set up or manage Group Profiles, from your my.plan dashboard, go to:
MY ACCOUNT > SERVICE MANAGEMENT > MANAGE GROUP PROFILES