--- title: "Profile Details" slug: "profile-details-edit" updated: 2026-08-13T14:53:53Z published: 2026-08-13T14:53:53Z canonical: "help.csgi.com/profile-details-edit" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://help.csgi.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Profile Details The Profile Details view displays customer profile information in a read‑only format by default. This view allows users to review key customer attributes and subscription status before making any changes. - Navigate to the **Profiles** page - Select the required **profile**. - The system opens the **Profile Details** on the right side. At the top of the profile, BCE displays the customer **Profile ID** **(****for example,** **1001002)**, which uniquely identifies the customer record within the system. The Profile Details section displays **Profile Attributes**, **Subscriptions**, and the **Edit**, **Delete**, and **Close** (X) controls. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Profile details(4).jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A24Z&se=2026-10-26T13%3A27%3A24Z&sr=c&sp=r&sig=d%2BDlzWSk%2FUZIkt6RFVlhYmT%2Bb4eaP%2BoYwdbGHkv64Wo%3D) The **Profile Details** section presents system‑generated and customer‑specific attributes, including: - Activation date - Birthdate - Created at and Created by - Updated at and Updated by - First name and Last name - Email - Current balance - In collections status > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A24Z&se=2026-10-26T13%3A27%3A24Z&sr=c&sp=r&sig=d%2BDlzWSk%2FUZIkt6RFVlhYmT%2Bb4eaP%2BoYwdbGHkv64Wo%3D) > > All fields in this section are read‑only until you choose to edit the profile. ## Profile Edit > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A24Z&se=2026-10-26T13%3A27%3A24Z&sr=c&sp=r&sig=d%2BDlzWSk%2FUZIkt6RFVlhYmT%2Bb4eaP%2BoYwdbGHkv64Wo%3D) > > Only users with the Admin role can manage or edit profiles. Locate the **Edit** button in the lower-right corner of the Profile Details section. - Click **Edit**. The section changes to **edit mode** - Text fields become editable. - Date fields (**activation_date**, **birthdate**) display a calendar icon. - The **in_collections** field appears as a toggle button. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Profile edit(4).gif?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A24Z&se=2026-10-26T13%3A27%3A24Z&sr=c&sp=r&sig=d%2BDlzWSk%2FUZIkt6RFVlhYmT%2Bb4eaP%2BoYwdbGHkv64Wo%3D) For **example**: In edit mode, you can update fields as needed: - **activation_date** - Click inside the **activation_date** field. - Either type the **date** in the required format or click the **calendar** icon to select a date. - **birthdate** - Click inside the **birthdate** field. - Either type the **new birthdate** or use the **calendar** icon to select the date. - **bt_city_con** - Click the **bt_city_con** field and update the **city** value. - **email*** - Click the **email** field and enter the correct **email address**. - Ensure the email follows your organization’s required format and is valid, because it is marked as a required field (*). - **current_balance** - Click the **current_balance** field and update the **amount**. - **first_name and last_name** - Update the customer’s first_name and last_name fields as needed. - **in_collections** - Use the **toggle** to set whether the account is in collections: **On** – the profile is marked as in collections. **Off** – the profile is not in collections. - If you make any changes on the Profile Details that you **want** to keep, select **Save** at the bottom of this section. - The Profile details section switches from edit mode to read-only mode. - Click **Cancel**, if you **do not want** to save the changes made on the Profile Details section. - The Profile details section switches from edit mode to read-only mode. ## Subscriptions - On the **Profile Details** page, scroll down to the **Subscriptions** section (below the profile information fields). - In the **Subscriptions** section, locate the subscription card for the profile. - The **subscription name** (for **example**, **Marketing**) appears as the card title. - The **Subscribed** date (DD/MM/YY) shows when the profile first subscribed to this communication. - The **Last Engaged** date (DD/MM/YY) shows the most recent date the profile interacted with an email from this subscription. - The **status pill** on the right (for example, **Subscribed**) shows the current subscription status. ### Manage subscriptions from Edit Profile > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A24Z&se=2026-10-26T13%3A27%3A24Z&sr=c&sp=r&sig=d%2BDlzWSk%2FUZIkt6RFVlhYmT%2Bb4eaP%2BoYwdbGHkv64Wo%3D) > > The Add Subscription option appears only in Edit mode. The option does not appear in View-only mode. #### Add a subscription Use Add Subscription to associate a subscription with a Profile. - In the Subscriptions panel, select **Add Subscription**. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/profile Subscription(1).jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A24Z&se=2026-10-26T13%3A27%3A24Z&sr=c&sp=r&sig=d%2BDlzWSk%2FUZIkt6RFVlhYmT%2Bb4eaP%2BoYwdbGHkv64Wo%3D) - The Add Subscription overlay opens. - Search or scroll to find the subscription. - **Select** one or more subscriptions. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A24Z&se=2026-10-26T13%3A27%3A24Z&sr=c&sp=r&sig=d%2BDlzWSk%2FUZIkt6RFVlhYmT%2Bb4eaP%2BoYwdbGHkv64Wo%3D) > > The Add Subscription overlay displays only subscriptions that have never been associated with the Profile. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/add subscription.jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A24Z&se=2026-10-26T13%3A27%3A24Z&sr=c&sp=r&sig=d%2BDlzWSk%2FUZIkt6RFVlhYmT%2Bb4eaP%2BoYwdbGHkv64Wo%3D) - Select **+** **Add Subscription** in the overlay. - A success toast notification appears. > ![Success](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Success.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A24Z&se=2026-10-26T13%3A27%3A24Z&sr=c&sp=r&sig=d%2BDlzWSk%2FUZIkt6RFVlhYmT%2Bb4eaP%2BoYwdbGHkv64Wo%3D) > > **Subscription updated** > > The profile is now subscribed to the selected subscription. - After you save the Profile, the system: - Subscribes the Profile to the selected subscription. - Updates subscription history. - Creates an audit event. - Review the card details to confirm the customer’s current subscription and engagement information. #### Unsubscribe a Profile Use the subscription toggle to unsubscribe a Profile from an active subscription. - Open the **Profile** in **Edit** mode. - In the Subscriptions panel, find the active subscription. - Turn the subscription **toggle Off**. - Select **Save**. - After you save the Profile, the system: - A toast notification appears, and the status changes to **Unsubscribed**. > ![Success](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Success.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A24Z&se=2026-10-26T13%3A27%3A24Z&sr=c&sp=r&sig=d%2BDlzWSk%2FUZIkt6RFVlhYmT%2Bb4eaP%2BoYwdbGHkv64Wo%3D) > > **Subscription updated** > > One subscription(s) was updated successfully. - Adds an unsubscribe event to subscription history. - Creates an audit event. #### Re-subscribe a Profile > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A24Z&se=2026-10-26T13%3A27%3A24Z&sr=c&sp=r&sig=d%2BDlzWSk%2FUZIkt6RFVlhYmT%2Bb4eaP%2BoYwdbGHkv64Wo%3D) > > To restore a previously unsubscribed subscription, use the subscription toggle in the Subscriptions panel. Do not use the Add Subscription overlay. - Open the **Profile** in **Edit** mode. - In the Subscriptions panel, find the **unsubscribed subscription**. - Turn the subscription **toggle On.** - Select **Save**. - After you save the Profile, the system: - A toast notification appears, and the status changes to **Subscribed**. > ![Success](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Success.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A24Z&se=2026-10-26T13%3A27%3A24Z&sr=c&sp=r&sig=d%2BDlzWSk%2FUZIkt6RFVlhYmT%2Bb4eaP%2BoYwdbGHkv64Wo%3D) > > **Subscription updated** > > One subscription(s) was updated successfully. - Adds a new event to subscription history. - Creates an audit event. ### View History - Select **View History** to open the subscription history modal. - Review the **Subscriptions** table. Each row (when available) represents one change to the profile’s subscription. The table displays the following columns: ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/subscription history(1).jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A24Z&se=2026-10-26T13%3A27%3A24Z&sr=c&sp=r&sig=d%2BDlzWSk%2FUZIkt6RFVlhYmT%2Bb4eaP%2BoYwdbGHkv64Wo%3D) - **Name** – Subscription name. - **Channel Group** – Channel group associated with the subscription. - **Status** – Resulting subscription status after the change (for example, Subscribed or Unsubscribed). - **Date** – Date when the change occurred. - **Source of Change** – Where the change originated Source of change **options** for subscribe/unsubscribe: - **File Import**: Client updated the profile subscription using file upload from UI or batch upload from S3. - **One-Click**: Subscriber unsubscribed using email client’s unsubscribe option - **Token Link**: Subscriber unsubscribed using the unsubscribe link in the email - **API**: Client update the subscription using API call - **Modified by**– User that performed the change. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A24Z&se=2026-10-26T13%3A27%3A24Z&sr=c&sp=r&sig=d%2BDlzWSk%2FUZIkt6RFVlhYmT%2Bb4eaP%2BoYwdbGHkv64Wo%3D) > > If there is no history for the profile, the table displays the message: No results to be displayed. - After you finish reviewing the history, select **Close** to return to the Profile Details page. ## Delete Profile > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A24Z&se=2026-10-26T13%3A27%3A24Z&sr=c&sp=r&sig=d%2BDlzWSk%2FUZIkt6RFVlhYmT%2Bb4eaP%2BoYwdbGHkv64Wo%3D) > > Deletion options are role‑based and appear only for users with the Editor role. - On the Profile Details page, click **Delete** to remove the profile. - System displays the **Confirm Deletion** modal. The title reads: “**Profile – Confirm Deletion**”. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A24Z&se=2026-10-26T13%3A27%3A24Z&sr=c&sp=r&sig=d%2BDlzWSk%2FUZIkt6RFVlhYmT%2Bb4eaP%2BoYwdbGHkv64Wo%3D) > > This action is permanent. The user will be removed and no longer available in the system. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Delete Profile.jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A24Z&se=2026-10-26T13%3A27%3A24Z&sr=c&sp=r&sig=d%2BDlzWSk%2FUZIkt6RFVlhYmT%2Bb4eaP%2BoYwdbGHkv64Wo%3D) - Click **Cancel** if you do NOT want to proceed. - The modal closes. No profiles are deleted; the Profiles table remains unchanged. - If you **DO want** to proceed with deletion click the red **Delete** button. - System processes the deletion. The modal closes. - The system removes the profile from the **Profiles** table and decreases the **Total Profiles** count on the Profiles screen to reflect the deletion.