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

Add Managed profiles

The same terms can be used to created both Personal and Managed profiles.

1. To move from a site to a global term set, refer to Global vs Site Terms
2. To add additional terms, refer Term suggestions.
3. To setup Managed profile, refer to Managed profiles.

Delete Personal profile configuration settings

To prevent Personal profiles from being created, remove their configuration entries.

1. Open Management > Profiles and click the Personal button.
2. Click delete next to the personal profile terms to prevent them being created.

Remove Personal profiles

To remove existing personal profiles

1. Open Management > App and click the Remove user profiles and import terms option.
2. Click No to deleting Managed profiles
3. Click Yes to deleting Personal profiles.
4. Click No to deleting profile import configurations.

Once complete, managed profile will take the place of personal profiles. Any content read under the personal profile will be seen under the new managed profile terms. To keep managed profile upt to date, implement the CT365 Management Solution.