Introduction to Productivity Profiles
The Productivity screen allows you to create rules to categorize productive and unproductive applications and websites and assign them to individual employees, groups, or departments. The screen comes with two tabs: Profiles and Categories.
Profiles
Productivity profiles allow you to create rules to classify productive and unproductive applications and websites and assign them to individual employees, groups, or departments. The profiles determine how Classification, Productive Time, Unproductive Time, etc., are measured and reported on the various dashboards and reports (for example, Dashboards > Productivity, Dashboards > Applications & Websites).
1. Click the New Profile button to create a new productivity profile.
2. You can click a parent profile’s row’s Right Arrow 
icon to expand it to view its child profiles. Click the Down Arrow 
icon to collapse it.
3. Click the Three Dots 
in front of a profile to access its Context Menu:
Select Edit Profile to edit a profile. You can also edit a profile by clicking on its name. Editing a profile is similar to creating a new profile.
Select Create Child Profile to create a child profile under the selected parent profile. Creating a child profile is similar to creating a new profile.
Select Remove Profile to delete the profile.
4. To update older records with the updated classifications, click the Update Past Classifications button. The last update date and time are displayed directly under the button.
There is a built-in profile named “Default”. This is the main parent profile, and all profiles are part of it.
Parent vs Child Profiles and Inherited vs Owned Rules
The Profiles screen shows a tree view of all the parent profiles and their child profiles. A child profile will inherit all classification rules from its parent profile. Each profile can also 'own’ its unique rules. This parent-child hierarchy and the ability to inherit/own rules allow you to save time by avoiding duplicating or manually entering the same rules to multiple profiles.
Creating a New Productivity Profile
Click the New Profile button near the top-right corner of the Productivity > Profiles screen. A pop-up window will open:
1. Give the profile a name.
2. Select a parent profile.
3. Click the Submit button. The Edit productivity profile screen will open:
1. You can change the profile Name.
2. Select the employees/departments the profile will be Assigned To. If you select none, “Nobody” will be assigned.
3. Click the Add New Rule button to add a new rule row.
4. Select a Type from the newly added rule row. The Type determines what you can enter in the Rule object field. You can choose from these types: Activity, Regexp, and Category.
5. In the Rule object field, enter a value based on the Type you selected in Step 4. The value will apply to website URLs and application file names. For Activity type, you can enter any text. For example: faceboo.com, word.exe, etc. Regexp type will match with a regular expression*. For example, .*\.outlook\.com. For Category type, you can select from a predefined list of website categories. For example: Entertainment, Advertisement, etc.
6. Select a Productivity category such as Productive, Unproductive, Neutral, etc. You can create your own custom productivity categories from the Productivity > Categories tab.
7. Under the Actions column, click the Tick Mark 
button to add the rule or the X button to remove the rule.
8. Click the Three Dots in front of a rule to access its Context Menu:
Select Edit to edit a profile. You can also edit a profile by clicking on its name. Editing a profile is similar to creating a new profile.
Select Remove to create a child profile under the selected parent profile.
9. Rules inherited from a parent profile are shown in a lighter color and cannot be edited. Their Context Menu shows only one option, Rule inherited from <parent profile name>. Select this option to go to the rule’s parent profile.
10. Click the Apply changes button to save the profile.
You can also apply the Productivity Profiles to classify apps and websites from several dashboards, like the Applications & Websites, Keystrokes, etc. Check out the Classifying Applications and Websites as Productive/Unproductive section to learn more.
Categories
The Categories screen allows you to create custom productivity categories. These categories can then be used with the Productivity Profiles (Edit productivity profile screen’s Productivity column - see the above section) to classify websites and apps.
1. Click the New category button to create a new productivity category.
2. Click the Three Dots in front of a category to access its Context Menu:
Select Edit Category to edit a category. Editing a category is similar to creating a new category.
Select Archive Category to archive (delete) a category.
3. Click on the Checkbox 
in front of a category to select one or more categories. When you select categories, you will see a new button on top, Archive Category. Click that button to archive multiple categories together.
4. Some categories, such as Productive, Unproductive, Unclassified, etc., are built in. You cannot edit or archive these categories.
Creating a New Productivity Category
Click the New Category button near the top-right corner of the Productivity > Categories screen. A pop-up window will open:
1. Give the category a name.
2. The category will be assigned a default color. However, you can enter a hexadecimal value in the color field. Clicking on the field will also open a color picker:
a. Click or drag the circle on the color spectrum at the bottom to select a hue.
b. Click or drag on the saturation circle to select the color.
3. Click the Apply Category button to save the category.