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DaVinci How To

Profile Management

Managing users and profiles across multiple integrations doesn’t have to be complicated. In this tutorial, learn how DaVinci’s Profile Management feature simplifies user access, onboarding, and offboarding across your connected apps and environments.

Using Identity and Access Management (IAM) principles, DaVinci gives administrators full control over who can access specific configurations and environments—ensuring security, efficiency, and flexibility. You’ll see how to assign and remove profiles for users, switch between environments, and test different setups with ease.

With DaVinci Profile Management, teams can maintain adaptable, secure, and organized access to CRM and communication tools, all from a single interface.

Take a Deeper Dive

Identity and Access Management Overview
Learn how DaVinci applies IAM principles to simplify secure user access across platforms.

Up Next

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How to Add and Manage Users in DaVinci Creator Studio

DaVinci Creator Studio showing app configuration for Salesforce Voice and Microsoft Teams.

Configuring Your DaVinci Profile

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AgentForce Data Validation

Transcript:

Profile Management organizes work priorities across multiple profiles to improve adaptability, efficiency, and security. It allows users to seamlessly switch environments, align tasks to hierarchy, and optimize testing.

A profile is simply a collection of apps and services with their configurations. In this example, a profile is shown with multiple configuration options. By navigating to the user list, administrators can view all users and their associated profiles. The left column displays available profiles, while the right shows assigned profiles. Profiles can be added or removed with a single click.

After updates are saved, the agent can log out and select the desired profile at login. For example, an agent may choose a premise profile for day-to-day work or switch to a cloud test profile for specific testing tasks. The selected configuration automatically loads, allowing users to move between environments effortlessly.

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