Creating and Managing Profiles

Finding a Profile

There are two ways to search for a Profile:

1. Use the Quick Search field on the Dashboard and many Profile-related pages.
   
2. Click on the Profiles menu > Select Profiles.
   

The Profile Selector has many tabs on the left to add filters for a more refined search. Click here for more information.

Open the profile by clicking on the name in the search results.

Adding a Profile

Profiles can be added manually in MC Trade following the steps in this article. They can also be added automatically by a join form or added manually from the portal.

1. Click the + New Profile button beside the profile Quick Search bar.
   OR if adding a Member or Prospect Profile, use a shortcut by selecting Add a Member or Add a Prospect in the Profiles menu.
2. Choose the type of profile: Organization or Individual.
3. Enter the Organization Name or the individual's First Name, Last Name, and Email.
   When adding an Organization, there is a Sort Name field. For more information, please refer to the Breakdown of All Name Fields.
4. Choose Non-Member, Member, or Prospect.
5. If the profile is a Member, select Continue to move to the member details step. For other profiles, select Save and Close to continue to the Profile View.
   For member profiles, if you clicked Save and Close instead of clicking Continue then please refer to Changing an Existing Profile to a Member.
6. After clicking Continue, if the profile is a Member, the member details step displays.
   
7. Select the Member Activity.
   Setting this will automatically update the Profile Status, Affiliation Codes, Billings, Benefits, and any other settings configured at the membership level. This is optional, but recommended. 
8. Select the Member Activity Date to show when this change occurred.
9. Select the Membership Level.
10. Click Continue to save and open the Profile View.

Editing a Profile

1. Find and open the profile.
2. Each panel on the Profile View has additional options you can select to make changes or updates to the profile.
3. Click Edit Profile to go to the Profile Edit screen to make changes to address, phone number, membership level, listing information, billing records, portal login information, etc.

4. After making all changes, click Save Profile to return to the Profile View screen.

Deleting a Profile

1. Find and open the profile.
2. On the left, click Edit Profile.

3. Click on the Delete Profile tab at the bottom.
4. Click Delete This Profile.
   
5. A confirmation window displays. Click Delete This Profile to confirm.