Profiles are used to associate people with content via Terms. Compliance Tracker 365 can create managed profiles through the web interface or automatically using the CT365 Management Solution. To import profiles via the web interface, select Profiles and click the + New button.

1. Select the Term to use to create the profiles
2. Choose the groups or people to be associated with the Term.
3. Click Save.

Use Profile Property filters

After the CT365 Management Solution has been implemented, profiles can be associated with Terms through profile filters. These are the Country, City, Department, Job Title and Manager properties added to user accounts through Microsoft Entra.

Anyone with a matching property will also be associated with the term.

4. Once all the entries are added, click Process all… to create the User Profiles

To update profiles when new people start or change roles, open the Profiles tab and click Process all queries and update profiles. This will update any changes to peoples profiles. Note: Profiles should only be processed once every 15 minutes.

To automate the import of profiles automatically using Flow, see the Power Automate Solution.

User Profiles are not supported in this site

If you see the message User Profiles are not supported in this site due to a shared Terms set originally being used. it’s likely the User Profile management lists are missing from the site.

To fix this, uninstall and reinstall the App using the following steps:

1. Open Site contents’** from the site settings menu
2. Click the 3 dots next to Compliance Tracker 365 to Remove the app. No settings or data will be lost but the app will be temporarily unavailable.
3. Once the app is remove, click Add an app and select Compliance Tracker 365. This will recreate the missing lists.
4. Open the Management page from Site Pages, and select a new Term set.