Create an experience profile

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.

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 for your team.

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 for your team.

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 a record type.

Add a profile