Creating & Managing Profiles

An audit profile is a saved configuration that defines what to scan and how. It contains your target directories, group member settings, exclusion rules, authentication credentials, and a default filter. You can create as many profiles as you need — for example, one profile per file server, or separate profiles for different compliance requirements.

The Home Screen Profile List

The home screen shows all your saved profiles. Each profile in the list displays:

• The profile name
• The list of directories included in the profile
• A summary of key options (whether group member expansion is enabled, nested groups, Excel group exclusion, and Advanced File System Access)
• Whether alternative credentials are configured
• An NIS2 badge if the profile is marked as a NIS2 Compliance Profile

Below the profile list, a history section shows previous audit results for the currently selected profile.

Creating a Profile

1. On the home screen, click Add profile
2. The profile editor opens with the following tabs:
   • Directories — Add the folders and network shares you want to audit (see Adding Directories & Shares)
   • Options — Configure group member expansion, Advanced File System Access, and NIS2 compliance (see Profile Options)
   • Authentication — Set up alternative credentials for network shares (see Authentication & Credentials)
   • Exclude — Define directories and accounts to skip during the audit (see Exclusion Options)
3. Give the profile a descriptive name — by default, profiles are named “Audit Profile” followed by the current date and time
4. Optionally, assign a saved filter to the profile — this filter will be automatically applied when running the audit
5. Click Save

Editing a Profile

Select a profile from the list and click Edit. The same profile editor opens with all your existing settings. Make your changes and click Save.

You can also double-click a profile in the list to open it for editing.

Cloning a Profile

To create a copy of an existing profile with all its settings:

1. Select the profile you want to copy
2. Click Clone

This creates a new profile with the same directories, options, exclusions, and authentication settings, named with a “ - clone” suffix. This is useful when you need a similar profile with minor variations — for example, the same directories but different exclusion rules.

Deleting a Profile

Select a profile and click Delete. This removes the profile and its configuration from the database. Any audit results associated with this profile remain in the history but can no longer be re-run.

Selecting and Running a Profile

To run an audit:

1. Select a profile from the list (click on it once)
2. Click the Audit button at the bottom of the home screen

The application remembers your last-used profile and auto-selects it the next time you launch.

Profile Tips

• One profile per scope — Create separate profiles for different file servers or departments. This keeps your audit results organized and makes change detection more meaningful.
• Use cloning for variations — If you need a profile that’s mostly the same as an existing one, clone it rather than creating from scratch.
• Name profiles descriptively — Names like “Finance Server - Weekly Audit” or “NIS2 Compliance - All Critical Shares” are more useful than the default timestamp-based names.
• Assign a default filter — If you always want to apply the same filter (e.g., “show only Full Control permissions”), assign it to the profile so it’s applied automatically.