Skip to content

Manage profiles

Use the Profile pill on the ADMIN page to activate, rename, import, and download profiles. You need the Modify profiles permission, as described in Roles and permissions. To create a profile, refer to How to create a new profile, which covers the steps from Add profile to adding components.

Profinity Profiles page with an Add profile button, an Upload Profile Pack area, and a table of profiles with Activate, download, and delete actions

Profinity Profiles Menu

Change the active profile

Only one profile can be active at a time. To change the active profile:

  1. Select ADMIN in the side menu and open the Profile pill.
  2. On the row of the profile you want, select ACTIVATE.

The profile becomes active immediately and Profinity loads the configuration associated with it. The active profile carries the ACTIVE marker on its row.

Edit profile settings

Profile Settings has three tabs.

Tab What it holds
Profile Profile name, Description, and More information
Home Kiosk mode, Kiosk mode user, Custom home dashboard, and the dashboard file
Tags The collections file, the rules file, and the derived tags file

Kiosk mode user appears when Kiosk mode is on. The dashboard file appears when Custom home dashboard is on.

To edit them:

  1. Select ADMIN in the side menu and open the Profile pill.
  2. Select the name of the profile, which opens Profile Settings on the Profile tab.
  3. Edit the fields and select Save.

Profile name must be unique across all profiles. Description is optional. It is shown in the DESCRIPTION column of the profiles table on the Profile pill, and it is given to a Model Context Protocol (MCP) client when that client connects. Each More information link needs a label and an https:// address. A client that is already connected keeps the text from when it connected. Save the profile, then connect the client again, to give it the new description and links.

You can rename the active profile in the same way. Profinity saves the profile, reloads it under the new name and keeps it active, so its components restart briefly.

Import a profile pack

To import a profile pack prepared on another instance of Profinity:

  1. Open the Profile pill.
  2. Select UPLOAD PROFILE PACK.
  3. Choose the ZIP file.

Profinity imports the profile with all its associated configuration, and it appears in the table of profiles.

What you see Cause What to do
Profinity shows "Failed to unpack the Profile Pack. The file may be corrupted or invalid. Check the logs for more details." and imports nothing The pack's profile.yaml is invalid, for example it has an unrecognised setting name or cannot be read as YAML. The log names the reason. Correct the file in the pack and upload it again.
Profinity shows "Profile pack contains script content, which requires Scripting on the license." and rejects the upload The licence does not include the Scripting feature Refer to Licensing.

Download a profile pack

To download a profile pack, open the Profile pill and select the download icon beside the profile. Profinity saves a ZIP file containing the profile and its related files.

Refer to Profiles for what a profile pack contains and the roles it can carry from another site. For the files a profile holds on disk, refer to Profile folders.