Create new Benchmark Profile

Before creating a Benchmark Profile, you need to create a Benchmark Template.
Click HERE for instructions on how to create a Benchmark Template.

1. Navigate to the Benchmarks menu tab.
2. On the Benchmarks overview page: Click to open the Benchmark Template.
3. Click the New profile button.
4. In the layout form: Name the new Profile.
5. Select background color and text color.
6. Tick Show attachments in PDF to display attached file names in the PDF export.
7. Select which Benchmark template the Profile will belong to in the Belongs to Benchmark drop-down list.
8. Feed: The Feed option enables you to connect a feed based on a saved search to the Profile in Wide Narrow. Click Feed and select a Saved Search in the drop-down list. Preview the feed and click Save to add the feed to the Profile. Click HERE for instructions on how to create and add a new Saved Search for your Profile feed.
9. Members: Add Members to the Profile to allow your colleagues to collaborate in adding content and updating the Profile. Click Members and add users or user groups as members. Set access as Owner, Writer, or Reader.
10. When finished, click Save.

User Access: The Benchmarks module is only available for Wide Narrow Superusers.