What is generally the first step in creating a Workflow Profile in OneStream?

The process of creating a Workflow Profile in OneStream begins with selecting the Profile Type. This step is fundamental as it determines the nature and behavior of the workflow you want to establish. By choosing a specific profile type, you outline the overall structure and essential functionalities of the workflow. This initial decision impacts how subsequent elements, such as user roles, reporting tools, and input templates, will be configured and applied within the profile.

Selecting the Profile Type effectively sets the stage for all the user interactions and functionality tailored to the needs of the organization or project. Each profile type has distinct characteristics and is optimized for different workflows, so getting this choice right is crucial for achieving the desired outcome.