Create a profile for a provider product

mytem360 / Mytem360 profile management 

This guide shows the steps to create a profile

What is a profile?

A profile is a group of products. Profiles are assigned to the employee's phone line.

They facilitate the verification of invoices, group lines accordingly, and to analyze them. 

In mytem, you can create, edit, or delete product group profiles.

Create a profile

To create a profile go to :

Settings -> Account management -> mytem360 profiles

Click on mytem360 Profiles -> Provider Product Profiles

Here is how the table looks like:

This table contains the profiles of the provider products. It has 5 columns:

- the name of the profile = the name of the group of products constituting the profile.

- the provider = the carrier concerned by the profile.

- the internal code = it is the meta-profile which allows the same profile to exist on several different carriers without causing dysfunction.

- correspondence of the product line/profile = lets usersknow if the selected profile must be applied in a "strict" or "partial" way across phone lines.

- associated products = the number of products included in the profile.

Creating a profile 

click on +Add a profile

The form opens which you can complete to create the profile.

Step 1 / Information

Complete the fields.

a) Provider : a profile is always associated with a provider 

Only the profiles of the same provider as the selected product will be displayed.

This helps to avoid errors and visualize only the profiles related to the provider of interest, and not see the same profile across different providers.

b) Correspondence of products lines/profile : 

A profile must be associated with a correspondence. This correspondence can be strict or partial:

- Strict: the lines contain exclusively the products defined in the profile.

- Partial: the lines include in their product list some of the products mentionned in the profile.

Step 2 / Define the rate and the period 

click on "+Add a tariff (rate)".

A window opens to define the period and the product in which the rate (tariff) applies.

Why associate the profile with a tariff over defined periods? This association allows to obtain the product history. We can also check the invoices, verify that the costs of the product is in line with what was negotiated with the provider. 

Click on "Validate": the provider product profile is active.