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Entry Profiles Manager

This feature available on the Pro Plan

Getting There

From your Home screen:

  • Click Manage in the main menu, then select Entry Profiles from the drop-down menu.
  • If you've favorited the Entry Profiles Manager, simply click Profiles in the top bar of the Home screen.

Layout

The Entry Profiles Manager allows you to view all saved entry profiles, which are created using the export wizard or settings in the Entries Manager.

To favorite the Entry Profiles Manager (adding a direct link to the top of your Home screen), click the heart icon next to the Entry Profiles title. To remove it, click the heart icon again.

Note: Favorites are stored in your browser. If you log into ShortStack from a different computer or browser, you'll need to re-establish your favorites.

Profiles

Profile Information

Your profiles appear on the right-hand side. Each info pane includes:

  • Profile Name
  • Description (if added)
  • Last Edited: The date/time the profile was last edited.
  • Created Date: The date the profile was created.

Hover over a profile’s name to reveal a pencil icon for renaming. Type the new name and click the blue checkmark to save it.

To edit a profile, click its icon to open the profile editor. Additional management options are available via the drop-down menu (arrow on the right).

Additional Profile Options

Permissions

For ShortStack for Teams users, click Permissions to set access levels for your team members.

Delete

Delete the profile to remove it from your account.

Note: Deleting profiles is permanent and does not affect any entries or lists associated with the profile. Ensure you no longer need a profile before deleting it.

Search & Tag

Search

Use the Search field (top-left) to locate profiles by keywords or phrases.

Tag

Search profiles by tags attached to them. Results appear automatically on the right.

Filtering

Filters appear on the left-hand side, allowing you to filter profiles by:

  • Profile Type: Export or Integration.
  • Archived Status

Clear filters by clicking the x icon next to the filter name.

Sorting

Sort profiles by:

  • Recently Edited
  • Newest
  • Oldest
  • Alphabetically (A–Z)
  • Reverse Alphabetically (Z–A)

Working With Profiles

Tag

Add tags to selected profiles by:

  1. Clicking the Tag button.
  2. Typing tags (comma-separated).
  3. Pressing Enter/Return, then clicking the blue Save button.

Archive

Archive selected profiles by clicking Archive. Archived profiles disappear from view unless the Show Archived option is enabled in the filters.

To restore archived profiles:

  1. Enable Show Archived.
  2. Select the profiles to restore.
  3. Click Restore at the top of the screen.

Delete

Delete multiple profiles by:

  1. Selecting the profiles to highlight them.
  2. Clicking the Delete button.
  3. Typing the confirmation phrase and clicking the red Delete button.

Note: Deleting profiles is permanent. Ensure profiles are no longer needed before deleting.

 

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