Create, update, and share profiles
Create organization profiles, update company data, manage collaborators, save company boards, and export permitted records.
Use the main Profiles workflows to establish a record, maintain its company data, and give the right people access.
Before you begin
You need organization membership to create a profile. You need Full access to use a profile’s dedicated edit or collaborator page. An organization or global administrator has the same access without being added as a collaborator.
Create a profile
The profile lists currently expose no new-profile control. Open the direct organization route for the profile type you are authorized to create:
/your-organization-slug/profiles/companies/new;/your-organization-slug/profiles/persons/new; or/your-organization-slug/profiles/funds/new.
Then:
- Confirm that the URL contains the intended organization and profile type.
- For a company, complete Legal name and Country. The initial State defaults to Draft. Add Marketing name, Headline, Description, Industries, and Locations when known.
- Complete the profile-type-specific required fields for a person or fund.
- Select Create profile.
- Review the new detail page before sharing it.
The creator is added with Full access. Person and fund forms use their own fields but the same Create profile control.
Update a company profile
For a focused company-data correction:
- Open Company profiles and find the record.
- If you are an Editor, Full access collaborator, or administrator, update supported fields inline in the list or details sidebar.
- Use the dedicated Edit page when you have Full access and need the complete form.
- Select Update profile.
- Reload the record and confirm the saved value.
Supported inline company fields include country, deal type, growth band, industries, LinkedIn, state, website, and configured custom fields. Person and fund dedicated edit routes currently require Full access.
Manage profile access
- Open a profile where you have Full access.
- Select Manage access.
- Select Add collaborator and choose an organization member.
- Confirm the new collaborator initially shows Viewer.
- Choose Viewer, Editor, or Full access.
- Select Save.
Keep at least one full-access collaborator. Profiles prevents removing or downgrading the last one.
Save a company board
- Open Company profiles and switch to the Kanban layout.
- Select New board.
- Enter Board name and choose Group by.
- Select Create board.
- Use Select board to return to it later.
Boards are private to their owner. Deleting a board does not delete its company profiles.
Export permitted profile data
- Open the relevant profile list and apply search or filters if needed.
- Open the download control.
- Choose the available full or filtered export and select CSV, JSON, or XLSX.
- Store the file according to your organization’s data-handling policy.
Bulk list exports require organization membership and use the active list scope. Single-profile CSV and JSON downloads require the same Viewer-or-higher access as the profile detail.
Success check
The created or updated profile reloads with the intended values, collaborators have only their assigned access, and any saved board or export represents the expected organization and filters.
Troubleshooting
- Edit or Manage access is missing: the dedicated routes require Full access or administrator access.
- An Editor cannot open the full form: use inline company editing, or ask a full-access collaborator to make the change or promote the Editor.
- A collaborator cannot be removed: confirm that another collaborator retains Full access.
- An inline edit is rejected: confirm your collaborator role and that the value is valid for the field.
- An export is denied: confirm profile-level Viewer-or-higher access and the organization in the URL.