Video / Walkthrough
Overview
The Service Profiles houses all Account and Site-Level Service Profiles. Each Service Profile contains information pertaining to business or contract details, such as Business Owners, Technical Contacts, and Service-Level Agreements (SLA's).
*SLA's must be configured to use the SLA Overview page. To configure an SLA, visit The SLA Thresholds Page.
Where to Find the Service Profiles Page
You can find the Service Profiles page by using the search function in our Left Navigation menu or by clicking on "CSP And Tag Governance" -> "Audit" -> Service Profiles. If this link is not present, you do not have access to this page, please contact an administrator.
For more information, please see our documentation on our Left Navigation Menu.
How to Navigate the Service Profiles Page
The Account Profiles tab displays all Service Profiles created for the account being viewed. Account Profiles are Service Profiles that can be assigned to all sites under one account. Site-Level Profiles inherit Account Level Profiles unless otherwise configured so.
Click the Site-Level Override tab to look at all profiles created at the site level. If there are no profiles configured at the Site level, services will inherit profiles from the Account level.
There can only be one profile for a single service at each level (Account or Site). For example, there can be two profiles associated with the same service, but only if one is an Account Profile and the other is a Site-Level Profile.
How to Configure a Service Profile
To create a new profile, click the Create Service Profile button. To edit an existing profile, click the pencil icon next to the profile you wish to reconfigure. To delete an existing profile, click the trash can icon next to the profile you wish to delete.
When creating or editing a profile, you will be redirected to a configuration page.
Select which configuration to save the profile as by selecting either Account Configuration or Site Configuration in the drop down menu on the right of the configuration page. This will determine whether the profile exists on the Account or Site level, respectively.
Select a Service for which to configure a profile for (e.g. Google, Facebook, PayPal, etc.). If the service you wish to select does not appear in the drop-down list, clicking the Add Service button will redirect you to the Service Profiles Library configuration page.
Enter a Profile Name, Business Owner, Technical Owner, and Department. You can also include an email address for the Business and technical Owners. Specify an Overall Risk Assessment Score for the profile if desired.
There is also the option to upload documents directly to the Service Profile, with the Upload New Attachment button on the right side of the page.
Verify that all information is correct. When configuring a new profile, click the Create Profile button to save the new Service Profile. If editing an existing profile, click the Update Profile button to save the reconfigured Service Profile. Click the Back button to cancel the configuration and return to the previous page.
When the profile has been successfully created, you will be prompted to create a Service-Level Agreement (SLA). Click NO to be redirected to the previous page. Click YES Visit The SLA Thresholds Page for more information on configuring SLA's.
Interactive Demos
How to Create Service Profiles
How to Edit Service Profiles