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Assign and apply settings presets to users and profiles

4 min read


Presets in Revenue Grid let administrators define and standardize Sync and Sidebar settings for users. By assigning a preset, you establish a consistent configuration baseline that reduces manual setup, simplifies management, and supports scalable deployments. You can assign presets to individual users or entire profiles and choose how the settings are applied—preserving or overriding user-level changes.

How preset assignment works

Presets can be assigned to either users or profiles.

  • When assigned to a user, the preset becomes that user’s configuration source. Users can change settings, but if they reset to defaults, the preset values are restored.
  • When assigned to a profile, the preset becomes the default for new users provisioned to the profile. It can also be assigned to existing users if needed.

Note: Assigning or changing a preset for a profile doesn’t automatically replace the presets assigned to existing users. After saving, you can choose whether to replace the presets for those users or keep their current presets unchanged.

Assigning presets to users

A preset can be assigned to a user in one of the following ways:

  • During provisioning via the Registration Wizard
    • If the profile has a preset assigned, it is automatically assigned to the user.
    • If no preset is assigned to the profile, the system assigns the default settings preset.
  • During provisioning via the Admin Panel
    • If the profile has a preset, it is preselected in the provisioning form.
    • If no preset is assigned to the profile, the default settings preset is used.
    • Admins can manually select a different preset if needed.
  • After provisioning
    • You can assign or change a preset for any user at any time in the Admin Panel.

Assigning presets to profiles

You can assign a preset to a profile in the following scenarios:

  • When creating a profile
    • You can assign a preset during profile creation. The preset will be assigned to all users provisioned to the profile via the Registration Wizard.
    • If no preset is selected, you can assign one later.
  • After switching an existing profile to use presets
    • When a profile is transitioned to support presets (after a trial), the system creates a preset based on the current profile settings and assigns it automatically.
  • Any time after profile creation
    • You can assign or change the preset for any existing profile that is in presets mode.

How profile presets affect users

Assigning a preset to a profile automates settings for new users provisioned to that profile. However, it does not automatically replace presets for existing users or for users moved into the profile from another one.

When assigning or changing a preset for a profile

After saving the profile with the new preset, you are prompted to choose one of the following:

  • Change the preset for the profile only.
  • Change the preset for both the profile and its current users (using override or merge mode).

Example: Changing a profile’s preset

  • Profile A and User A both have Preset A assigned.
  • You change Profile A’s preset to Preset B.
  • When saving, you choose to update the preset for the profile only.
  • Result:
    • Profile A now has Preset B assigned.
    • User A still has Preset A assigned.

This allows you to update a profile’s default configuration without affecting users who are already assigned different presets.

When moving users between profiles

When a user is moved to a different profile, their assigned preset remains unchanged. If you want the user to use the new profile’s preset, you must assign it manually.

Example: Moving a user between profiles

  • User A has Preset A and is assigned to Profile A.
  • You move User A to Profile B, which has Preset B assigned.
  • Result:
    • User A retains Preset A unless you manually assign Preset B.

Understanding preset application modes

All Revenue Grid presets include the same set of settings; only the values differ. When you apply a preset, you’re applying a specific combination of setting values.

Whether you assign a preset directly to users, apply a new preset to a profile’s users, or update a preset already in use—you choose how its setting values are applied. There are two preset application modes: override and merge.

Override mode

  • What it does: Applies all setting values from the preset to the user.
  • Effect: Replaces any existing values, including user-level customizations.
  • Use when: You want to enforce a consistent configuration across users, regardless of any individual changes.

Merge mode

  • What it does: Applies only the setting values different from the user’s previously assigned preset.
  • Effect: Preserves user-modified values unless a specific setting is intentionally changed in the new preset.
  • Use when: You want to update selected settings while retaining user-level customizations where possible.

Example: Merge vs. override

Let’s say you’re updating a preset to change the value of a setting—for example, enabling auto-saving of emails—and want to apply it to users currently assigned to the preset.

Here’s how the system behaves based on the selected application mode:

Interpretation:

  • Case 1: The new preset has the same value as the old preset (Off), but the user manually changed the setting to “On”.

    → In merge mode, the user’s customization is preserved.

  • Cases 2 and 3: The new preset value (On) differs from the old one (Off).

    → In merge mode, the new value is applied, regardless of whether the user customized it.

  • Case 4: The user no longer has an assigned preset (e.g., it was deleted).

    → Merge mode falls back to override behavior and applies all values from the new preset.

Assign a preset to a profile

  1. Go to Administration → Profiles.

  2. Select the profile you want to update.

  3. In the Preset menu, select the preset you want to assign.

  4. Click Save.

  5. In the Apply preset dialog, choose whether to apply the preset to existing users in the profile and the desired application mode.

  6. Click Apply preset.

Assign a preset to a single user

  1. Go to Administration → Users.

  2. Search for the user and open their details.

  3. In the Preset menu, select the preset you want to assign.

  4. Click Save.

  5. In the Apply preset dialog, select the required application mode.

  6. Click Apply preset.

Assign a preset to multiple users

  1. Go to Administration → Users.

  2. Use filters to display the user group you want to update, and select the checkboxes next to the users.

  3. Click the three-dot menu in the top-right corner and select Change settings preset.

  4. In the Apply preset dialogue, select the preset you want to assign and the appropriate application mode.

  5. Click Apply preset.

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