Assign and apply presets¶

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Presets in Revenue Grid let administrators define and standardize Sync and Sidebar settings for users and profiles. 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¶

When assigning a preset to a user—either directly or through a profile—you can choose how its settings are applied. The two available modes are:

Override mode¶

What it does: Applies all settings from the preset to the user.
Effect: Replaces any user-modified settings with the preset values.
Use when: You want to enforce consistent settings and remove all user customizations.

Merge mode¶

What it does: Applies only the settings that differ from the user’s previously assigned preset.
Effect: Preserves all other settings, including user-modified values.
Use when: You want to update specific settings without affecting existing customizations.

Important

Merge mode is available only if the user already has a preset assigned. If the user has no assigned preset—or if the assigned preset was deleted—selecting merge will result in all settings being overwritten, as the system will fall back to override mode.

Merge vs. override example¶

Setting	Previous preset value	User-modified value	New preset value	Final value (merge)	Final value (override)
Setting 1	0	0	0	0	0
Setting 2	0	1	0	1	0
Setting 3	0	1	2	2	2
Setting 4	0	0	2	2	2
Setting 5	(no or deleted preset)	1	2	2	2

Assign a preset to a profile¶

Go to Administration → Profiles.
Select the profile you want to update.
In the Preset menu, select the preset you want to assign.
Click Save.
In the Apply preset dialog, select how the new preset should be applied:
- Save without applying to current users: Assigns the preset to the profile only. Existing users retain their current settings.
- Save and apply to users – override: Assigns the preset to the profile and all its users, replacing all user settings with those defined in the preset.
- Save and apply to users – merge: Assigns the preset to the profile and users, updating only the settings that differ from the users’ previously assigned preset.
Click Apply preset.

Assign a preset to a single user¶

Go to Administration → Users.
Search for the user and open their details.
In the Preset menu, select the preset you want to assign.
Click Save.
In the Apply preset dialog, choose one of the following:
- Override: Replaces all user settings with the preset.
- Merge: Updates only settings that differ from the user’s current preset.
Click Apply preset.

Assign a preset to multiple users¶

Go to Administration → Users.
Use filters to display the user group you want to update, and select the checkboxes next to the users.
Click the three-dot menu in the top-right corner and select Change settings preset.
In the Apply preset dialogue, in the Preset box, select the preset you want to assign.
Select the application mode:
- Override: Replaces all user settings.
- Merge: Updates only settings that differ from the current preset, preserving user customizations.
Click Apply preset.