---
key: create-an-experience-profile
title: Create an experience profile
audience: staff
section: administration
routes: ["/settings/org/experience", "/settings/org/experience/create-profile"]
permissions: ["org.settings.experience.read"]
features: ["settings.org.experience"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Save a named profile that fixes the work mode, tab labels and note or file folders a group of people see, then assign it to a role or a person.
keywords: [profile, work mode profile, technician profile, cleaner profile, folder routing, custom tabs, experience profile]
related: [turn-on-work-modes, turn-on-folders-for-record-types]
---

In the sidebar, open **Administration**, then choose **Work Modes** under **Workspace**. The page address is `/settings/org/experience` (its heading still reads **Workspace Experience**), and **Add profile** opens at `/settings/org/experience/create-profile`.

A profile bundles a work mode with the labels, tabs and folder routing for each record type. Assign it to a role or a person and everyone covered gets the same layout.

## Before you start

- Your admin has to give your role permission to write experience settings. Otherwise **Add profile** is greyed out.
- Turn on **Enable experience modes** first; see [[turn-on-work-modes]].

## Steps

1. Press **Add profile**.
2. Type a **Profile label**, for example "Cleaner - Cabin Turnover". Nova keeps a stable key for it behind the scenes.
3. Add a **Description** saying who the profile is for and when to assign it. It only helps people pick the right one.
4. Choose a **Base mode**: the mode the profile starts from before any per-record-type changes.
5. Press **Create**. The profile opens for editing.
6. Under **Profile details**, adjust the **Label**, **Description** and **Base mode**, and use **Enabled** to take the profile out of use without deleting it.
7. Under **Entity routing and overrides**, open a record type such as **Work orders** or **Accounts**. For each one you can keep **Use base mode** or pick a different mode, and route notes and files to a folder: choose **Folder path** and type a relative name like "Field Log", or leave **Workspace root** so items stay unfiled.
8. Changes save on their own as you go. Close the drawer when you are done.

## What you see

- The profile list shows each profile's status: **Enabled**, **Disabled**, or **Default** for the organization default. Nova's built-in profiles are marked **System** in the list and **System template** in the drawer; yours are marked **Custom**.
- In the drawer header, **Preview** shows what the profile resolves to, **Duplicate** makes a copy to start from, and **Delete** removes a profile of your own.
- Assign the finished profile under **Role defaults** or **User assignments**, or as the **Organization default profile**; see [[turn-on-work-modes]].

## If something looks different

- **Create** refuses with "Enter a profile label first.": the label is empty.
- **Delete** refuses: built-in profiles cannot be deleted (turn **Enabled** off instead), and a profile that is still assigned to the organization, a role or a person has to be unassigned first.
- A folder path shows a routing-unavailable badge: folders are switched off for that record type in **Folders**. See [[turn-on-folders-for-record-types]].

[[route:/settings/org/experience/create-profile|Add a profile]]