Approving administration changes

The Approval List page displays all profiles that require Approvals for profile changes and membership additions.

Note:

Wire Transfer and ACH applications require approvals, whereas other applications may not.

On this page, you can:

From this page, you can:

Before You Begin:

On the Treasury Passport menu, under User Administration, select Pending Approval.
The Approval List page appears.

To approve or reject profile changes and membership additions:

Select Approve for each individual profile change or membership addition.
OR
Click the Select Approve for all Items link at the bottom of the page.
Select Reject for each individual profile change or membership addition.
OR
Click the Select Reject for all Items link at the bottom of the page.
Click Save.
The Approval List page reappears with the item removed.

Note:

Click the Unselect All Items link at the bottom of the page to clear all approval or rejection decisions.

To view application detail:

Under Profile Changes, click Detail.
The Application Detail page appears. For more information, see Viewing application detail.

To view profile detail:

Under Membership Additions, click a linked profile name.
The Profile View page appears. For more information, see Viewing profile detail.