Profiles
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Profiles allow your organization to store and manage rule settings in reusable templates (e.g. rule settings for a specific environment type, security level, or application). You can apply a profile to one or more Cloud Accounts and also apply multiple profiles to an account to achieve the desired outcome for your rule settings.
When you sign up with Conformity, the Conformity Default is available to you as default profile when an organisation is created for you.
Consists of all rules in their default settings and cannot be configured within conformity.
Consists of all rules in their default settings and cannot be configured within conformity.
Click on the Download button to keep this profile as a reference for all default rule settings. Although this profile consists of all the rules, not all of them are configured by default. You will need to configure the un-configured rules before uploading the default profile. Hence we recommend you copy rule settings from the default profile and apply to new or existing profiles.
Since the Conformity default profile is read-only, you can only view and not configure any rule settings in this profile. However, you can copy individual rule settings in their default state and paste them into a profile if required.
A user created Profile is referred to as a custom profile within Conformity.
Conformity Bot runs rules at the Account level first. If the rule/s is not configured at the account level, then it will run checks at the Organisation profile level.
If a rule has not been configured either at an account level or the Organisation profile level, Conformity Bot will run checks at the Conformity default level.
Once you have created a profile, you can access it from the left-hand navigation. From the Manage Profiles page, you can:
Rule Icon | Status |
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Un-configured rule. Click on Configure to enable and apply rule settings. |
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Rule with default settings. Click on Configure to apply rule settings. |
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Manually configured rule. Click on Configure to update settings or Reset to default. |
You can download profile settings in JSON format and used the downloaded profile while creating a new profile or managing an existing profile.
You can upload a downloaded JSON file to replace the selected profile’s configurations i.e. profile name, description, and rule settings.
You can apply a profile to desired account(s) either from the Profile or from Rule Settings within an account.
Enter Notes and click on **Next.
Include exceptions
Before you click on the Next button, make sure that you review the “Include exceptions” option checked by default. This option allows you to handle your exceptions using Profiles without maintaining them on an account-level.
Keep “Include exceptions” checked if you wish to overwrite the current account exceptions with those in the merged profile. Or you can uncheck to retain existing account exceptions when the profile is merged.
You can use Profiles as a source of truth to manage an account’s settings like exceptions and rule configurations without affecting the basic rule configuration in an account.
This overwrite option allows you to overwrite all existing account settings and replace them with the profile’s settings being applied.
This overwrite options allows you to use the new profile settings along with the existing account settings. If there are any conflicts during the merge, the profile settings are applied by default.
This overwrite options allows you to use the new profile settings with the existing account settings. If there are any conflicts during the merge, the account settings are applied by default.
You can disable multiple rules in your account at once using the profile feature.
The “Include exceptions” feature allows users to handle their exceptions solely using Profiles without maintaining any on an account-level. This is achieved by:
For example, you can create two profiles named “Exceptions” and “Settings” to manage exceptions and rule configurations for an account called “Live Production Account”:
Similarly, update the “Settings” profile to update rule settings for the same account and re-apply the “Settings” profile only.