> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cevoid.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Profiles
> View and manage your customers, creators, and program members. Profiles are created automatically from purchases, program signups, and content submissions.
Related articles:
[Profile properties](/general/profiles/profile-properties), [Profile data & event sharing](/general/profiles/profile-data-event-sharing), [Segments](/general/profiles/segments), [Profile labels](/general/labels)
Cevoid maintains a complete record of each person in your workspace. A profile is not accessible by the person, but is instead there to help your team keep your brand community organized.
A profile is created the first time an individual uploads a post, approves a rights request, opts into your program, makes a purchase, or is manually added by your team. From there, Cevoid maintains a single profile for each person, combining their UGC, program activity, purchases, and collected data in one place.
Navigate to [Profiles](https://app.cevoid.com/profiles) to view and manage your profiles.
***
## Profiles overview
The profiles overview displays all profiles in your workspace as a table. Use segments, filters, and search to find specific profiles.
### Segments
Segment tabs appear above the table, letting you quickly switch between different groups of profiles. The **All** tab shows every profile in your workspace.
Learn more about creating and managing segments in [Segments](/general/profiles/segments).
### Search and filter
Use the search bar to find profiles by name, email, or social media handle.
Click **+ Filter** to filter profiles by attributes like tier, points balance, activity count, or profile properties.
### Customize columns
Click **Columns** to choose which data appears in the table. Available columns include:
| Column | Description |
| -------------------- | ------------------------------------ |
| **Name** | Profile name |
| **Email** | Email address |
| **Post** | Number of posts in the library |
| **Inbox** | Number of posts in the inbox |
| **Instagram** | Instagram handle |
| **Instagram rights** | Content rights status |
| **Points** | Current points balance |
| **Tier** | Current tier |
| **Activities** | Number of completed activities |
| **Spend** | Total spend from tracked orders |
| **Orders** | Number of tracked orders |
| **Assignee** | Team member assigned to this profile |
| **Country** | Profile's country |
| **Birthdate** | Profile's birthdate |
| **Language** | Profile's language |
| **Last activity** | Date of most recent activity |
| **Program opt-in** | Date they joined the program |
| **Created** | Date the profile was created |
Custom profile properties also appear as column options.
Click **Set as default** to save your column selection for your team. Click **Reset to default** to restore the workspace default.
***
## Profile page
Click a profile name to open their profile page. The page has four tabs: Overview, UGC, Rewards program, and Activity.
### Overview tab
The Overview tab shows profile information and a summary of their engagement.
**Profile information**
| Field | Description |
| ----------------------- | ----------------------------------------------------------------------------------------------------- |
| **Name** | The profile's display name |
| **Email** | Email address |
| **Assignee** | Team member responsible for this profile. Used to help your team stay organized. |
| **Labels** | Profile labels added by your team. Learn more about [profile labels](/general/labels#profile-labels). |
| **Email notifications** | Which emails they receive (Confirmations, Reminders) |
| **Notes** | Internal notes from your team |
| **Profile created** | When the profile was created |
**Profile properties**
Collected data about the profile. You can define your own custom properties to collect additional information. Click a value to edit it.
Learn more in [Profile properties](/general/profiles/profile-properties).
**Socials**
| Field | Description |
| -------------------- | -------------------------------------- |
| **Instagram** | Their Instagram handle |
| **Instagram rights** | Content rights setting for their posts |
| **TikTok** | Their TikTok handle |
| **X.com** | Their X (Twitter) handle |
**Integrations**
Shows sync status with connected platforms:
| Field | Description |
| ----------- | ----------------------------------- |
| **Market** | Which market the profile belongs to |
| **Shopify** | Sync status with Shopify |
| **Klaviyo** | Sync status with Klaviyo |
**Program membership**
If the profile is a program member, this section shows:
| Field | Description |
| ----------------------- | ---------------------------- |
| **Member since** | Date they joined the program |
| **Current tier** | Their tier in the program |
| **Point balance** | Current points available |
| **Total points earned** | Lifetime points earned |
| **Total spend** | Total from tracked orders |
| **Total orders** | Number of tracked orders |
Actions available:
* **See engagement** - View detailed engagement metrics
* **Adjust points** - Manually add or remove points
* **Change tier** - Manually change their tier
If the profile is not a program member, you can click **Opt in to program** to add them manually.
**Latest content**
Thumbnails of recent UGC from this profile. Click **See all content** to view all their content.
**Recent activity**
A feed of recent actions related to this profile, such as tier changes, activity completions, and property updates.
### UGC tab
A content portfolio for this profile. Displays all posts associated with them, including approved content in your library, items in your inbox, and content from their connected social accounts.
### Rewards program tab
Shows detailed program information:
* **Stats**: Member since, Completed activities, Point balance, Points earned, Spend, Orders
* **Submissions**: Table of all activity submissions with ID, Activity name, Type, Status, Tasks completed, and Submitted date
* **Rewards**: Table of all rewards received with Reward name, Type, Status, Value, and Awarded date
### Activity tab
A complete log of all actions related to this profile, including:
* Tier changes
* Activity participation
* Label changes
* Property updates
* Settings changes
* Points adjustments
* Content status changes
***
## Create a profile
Manually create profiles for customers or members.
1. Navigate to [Profiles](https://app.cevoid.com/profiles)
2. Click **Create profile**
3. Fill in the profile details:
| Field | Description |
| ------------------------------ | ---------------------------------------------------------------------------------------------------- |
| **Instagram username** | Optional. Used to identify content from Instagram. |
| **Email address** | Optional. Used for communication and to identify content from direct uploads. |
| **Display name** | Shown as name for non-social media posts. |
| **Instagram rights** | Appears when an Instagram username is entered. Select how you want to access this profile's content. |
| **Manually opt-in to program** | Check to add them to your rewards program. |
4. Click **Create profile**
***
## Edit a profile
Open a profile and click any editable field to update it. Changes are saved automatically.
To edit profile properties, click the value in the Profile properties section. A dialog appears where you can enter the new value.
***
## Assign a profile
Assign profiles to team members to track who's responsible for managing relationships.
1. Open the profile
2. Click **Unassigned** (or the current assignee) next to Assignee
3. Select a team member
***
## Profile actions
Click **More** in the top right of a profile page to access additional actions:
| Action | Description |
| ----------------------- | ----------------------------------------------------- |
| **Copy profile ID** | Copy the profile's unique ID to your clipboard |
| **Create gallery** | Create a UGC gallery featuring this profile's content |
| **Merge with...** | Merge this profile with another profile |
| **Remove from program** | Remove the member from your rewards program |
| **Delete** | Permanently delete the profile |
***
## Merge profiles
If the same person has multiple profiles, merge them into one. This is useful when a customer has interacted with your brand through different channels or email addresses.
1. Open one of the profiles you want to merge
2. Click **More** -> **Merge with...**
3. Select the other profile from the dropdown
4. Click **Next step**
5. Review the merge summary and select which values to keep for each field
6. Click **Merge**
The merge summary shows both profiles side by side with their data. Select the values you want to keep for the merged profile. One profile will be kept and the other will be deleted, with the selected data merged into the remaining profile.
Merging profiles cannot be undone. The profile you merge into will be permanently deleted.
***
## Delete a profile
Deleting a profile permanently removes them from your workspace.
1. Open the profile
2. Click **More** -> **Delete**
3. Confirm the deletion
Deleting a profile will:
* Remove them from your rewards program
* Delete their content from your workspace
* Clear all their profile data
Their activity submissions will remain but will reference an anonymized profile.