As a direct customer, you create and manage product settings profiles directly in your management account — the RiskOS™ account you administer for your own organization. A **product settings profile** is a reusable, named configuration for a single Socure product that you apply to the enrichment steps in your workflows.

Product settings profiles are available for the following products:

- Verify
- Verify Plus
- Watchlist Standard
- Watchlist Plus
- Watchlist Premier
- Document Verification (DocV)
- Secondary Document Capture
- Selfie Reverification
- Selfie Intelligence

## What a profile contains

Each profile is scoped to a single product and a single environment, and stores the configuration applied when that product runs:

| Attribute | Description |
| --- | --- |
| **Profile name** | A label you choose to identify the profile when you assign it to a workflow step. |
| **Product** | The Socure product the profile configures. |
| **Environment** | The environment the profile applies to — Sandbox or Production. Maintain separate profiles per environment. |
| **Settings** | The product-specific configuration values the profile applies during evaluation. |

RiskOS™ records audit details for each profile — who created it, who last updated it, and when — so you can track changes over time.

## Manage profiles in your management account

From your management account, you can:

- **Create** a profile for a product and configure its settings.
- **Edit** an existing profile. Updated settings apply to every workflow step that references the profile.
- **View** a profile's current configuration.
- **Delete** a profile you no longer need.

Because you administer your own account directly, the profiles you create are local to that account. As a direct customer, you do not inherit profiles from, or share profiles with, any other account.

## Apply a profile to a workflow

A profile takes effect when you assign it to a supported enrichment step — Verify, DocV, or Watchlist — in a workflow. The step then runs with that profile's configuration during evaluation. If you update the assigned profile later, the step uses the updated settings the next time the workflow runs.

> ⚠️  
> **Important**:  
> Before deleting a profile, verify that no active workflow steps reference it. Removing a profile that a workflow depends on can cause evaluation errors.

Updated 8 days ago