Solution Templates leverage Personal profiles with a Site term to ensure anyone who visits the site has targeted content.
If you want to transition to Managed profiles, follow these steps:

➕ Add Managed Profiles

• The same terms can be used to create both Personal and Managed profiles.
• To move from a site term set to a global term set, refer to Global vs Site Terms.
• To add additional terms, refer to Term suggestions.
• To set up Managed profiles, refer to Managed profiles.

🗑️ Delete Personal Profile Configuration Settings

To prevent new Personal profiles from being created:

1. Open Management > Profiles.
2. Click the Personal button.
3. Click Delete next to the personal profile terms to remove their configuration entries.

🚮 Remove Existing Personal Profiles

To remove existing Personal profiles:

1. Open Management > App.
2. Click Remove user profiles and import terms.
3. When prompted:
   • Select No to deleting Managed profiles.
   • Select Yes to deleting Personal profiles.
   • Select No to deleting profile import configurations.

✅ Final Outcome

• Once complete, Managed profiles will replace Personal profiles.
• Any content read under the Personal profile will be visible under the new Managed profile terms.
• To keep Managed profiles up to date, implement the CT365 Management Solution.