> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oviond.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Profiles

> Pick which ad account, property, or page to report on for each connected data source.

A **profile** is one connection to a platform, named and reusable. When you link a data source to a client, you pick the specific account, property, or page that profile reports on — that's how you tell Oviond *which* numbers to pull for that client.

## Why the account selection matters

A single connection can see every account the authorizing login has access to. Linking resolves that ambiguity by anchoring each client to one account, property, or page:

* **Google Ads** — a Customer ID per ad account
* **Google Analytics 4** — a Property per site
* **Facebook Ads** — an Ad Account per business
* **Google Business Profile** — one or more Locations per account

## Link a profile to a client

<Steps>
  <Step title="Open the Data Sources tab">
    Open the client's project and click **Data Sources** in the editor sidebar.
  </Step>

  <Step title="Select the profile">
    Under **Select Profile**, pick the connection to use, then click **Link**.
  </Step>

  <Step title="Select the account">
    Under **Select Account**, choose the account, property, or page for this client. Some platforms (GA4, Google Business Profile, Meta/Instagram Ads) use a two-step pick. Click **Save**.
  </Step>
</Steps>

Widgets configured with this data source now pull from the account you selected. To change the account later, click **Edit** on the profile and re-select.

## Rename a profile

Give each connection a clear label (for example, *Acme — Main Site*) so your team picks the right one when linking.

* You set the name when you first connect, in the **Profile Name** field.
* To rename an existing connection, go to **Settings → Data sources**, click **Rename profile** on the row, enter a **New name**, and click **Save changes**. The rename applies everywhere the connection is used.

<Note>
  A profile name can't contain `.` or `$` characters.
</Note>

## Manage a profile

From **Settings → Data sources**, open a connection to bring up its profile manager. In one panel you can review the profile's **status**, see the **clients linked** to it, and edit its **credentials** inline — so you can re-authorize an expired token or repoint a connection without leaving the page.
