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Managing Profiles in the Admin Interface

How-to Guide

Author:

Yulia Andreyanova

Changed on:

25 Sept 2025

Key Points

  • Profiles are created via API but maintained in the Admin UI
  • Editing a profile always creates a new draft version
  • Each change requires confirmation and may include a comment for audit tracking
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Steps

Step arrow right iconOpen Profiles Page

Navigate to Admin → Sourcing Profiles. The page displays a list of all existing profiles along with key details such as version, last updated time, and status.

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Step arrow right iconSelect a Profile

Click a profile to open its Profile Details view.

Step arrow right iconEdit Profile

Click Edit Profile to open the Edit Profile drawer. There, you can update defaults such as catalog, network, or max split. It is also possible to change the order of strategies using drag-and-drop to adjust their execution priority.

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Step arrow right iconSave Changes

Click Submit. A confirmation modal appears, prompting you to confirm creation of a new draft version. Add a comment if needed.

Step arrow right iconReview Draft Version

The updated profile is stored as a Draft until activated. The Edit Profile drawer closes automatically, and the user is redirected to the details page of the new profile version. Review the changes there before promoting the draft to Active.

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