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Create a Customization Profile to Assign all your stations
Create a Customization Profile to Assign all your stations

How to create & assign customization profiles to all stations to set them up the same.

Updated over 3 years ago

Instruction

  • Profiles are created from the Phonecheck desktop, pushed to the cloud, and assigned to stations.

  • Setup a single station the way you want with all grades, conditions, etc. Then follow the steps below to update all stations the same.

Creating a Customization Profile on the Desktop

  • In the Phonecheck desktop application, upon changing and leaving the page, a prompt will appear to save/update your settings for this station.

  • When selecting “Yes” another prompt will ask will to Enter the Customization Profile Name.

  • Enter the name of the profile "i.e. Auto erase and power off"

  • Click the Enter button to save your profile to the Cloud.

Edit the Customization Profile name on the Cloud Portal

  • First, you must log in to the Phonecheck Cloud Portal

  • Ask a Phonecheck support rep if you don't know your portal credentials

  • Once, you are in the Cloud portal

  • Head over to Customization → Assign Customizations

  • Here you will see a list of all the Profiles synced to the Cloud Portal

  • Go to the Action column and click the Edit button to edit the name of the Profile
    Blue Botton - Edit
    Red Button - Delete

Assigning customization profiles to stations

  • Customization → Assign Customizations → Assign Customization tab

  • On this page, you can assign a customization profile to a station

  • You may assign different customization profiles for each station or the same for all.

  • You may select a Master Customization Profile at the top to be pushed to all stations.

  • Enable the toggle for stations to accept the cloud profile on the next login.

  • If you change the Profile in the future, click the Update User button to push the new profile on the next login.

  • Toggle for the customization must be enabled following with selecting "Update User" to push this profile to the station.

  • The chosen station must be logged out and logged back into for this to take effect.

  • You may view what customization profile is currently active on your station by selecting "Test List" in the Phonecheck desktop application's left side panel.

Note: If a customization setting is changed in the Phonecheck desktop application and a new profile was not created, then upon login, the settings will be reverted to the previous configuration.

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