Managing profiles

This section of OPSMO's documentation explains how to use profiles to include team background information in grant funding or tender applications. By storing team profiles centrally and utilizing OPSMO's automated editing tools, users can easily attach customized versions to applications, streamlining the process and saving valuable time and effort.

Adding profiles

To add a new profile in OPSMO so that you can include their details in a submission, follow these steps:

  1. Access the main side navigation by clicking the OPSMO logo in the top left corner, then select “Profiles”
  2. Within the "Profile" section, locate and click the "New Profile" button.
  3. Fill in the profile fields to best represent the collaborator.

Editing Profiles

This section describes how to edit the centrally managed main version of a profile in OPSMO system. Please note that updating the central main versions of a profile will not automatically update the copy of that profile on every submission. To update a copy of a profile included on a submission use the Team component of the submission.

To update the centrally managed profile, follow these steps:

  1. Access the main side navigation by clicking the OPSMO logo in the top left corner, then select “Profiles”
  2. Within the table on the "Profiles" page, locate the profile you wish to edit and click the "Edit" button on the right of the row in the table.
  3. You can then modify all the previously filled in form fields.

Removing Profiles

This section explains the process of removing profiles from the centrally managed profile store. Please note this will not remove every copy of a profile included on a submission. To remove a copy of a profile included on a submission use the Team component of the submission. Please note that deleting a profile cannot be undone and it would need to be recreated if needed again

To remove a centrally managed profile, follow these steps:

  1. Access the main side navigation by clicking the OPSMO logo in the top left corner, then select “Profiles”
  2. Within the table on the "Profiles" page, locate the profile you wish to delete and click the delete button (bin icon) on the right of the row in the table.