The Application Setup page allows you to change the accounts and groups that have been assigned to the application within a profile.

Before You Begin:

On the Treasury Passport menu, under User Administration, select Profiles. The Profile List page appears. Under Name, click a linked profile name. The Profiles Management page appears. Click Edit next to an application. The Application Setup page appears.

To add accounts and groups:

1. In the Accounts Available list, select the account(s), then click Select.
   The account appears in the Current list.
   

   Note:

   Select multiple accounts at once by pressing Ctrl while selecting each account.

2. Under Groups, select the check box next to each group you want to add.

   Note:

   Wire Transfer requires a maximum transaction and approval limit if Wire Transaction Entry/Release or Wire Transaction Approval are selected.

3. Click Save.
   The Profiles Management page reappears with the modified accounts and groups.



Note:

You can click Cancel to not save changes to accounts and groups and return to the Profiles Management page.

To remove accounts and groups:

1. In the Accounts Current list, select the account(s), then click Remove.
   The account appears back in the Available list.
   

   Note:

   Select multiple accounts at once by pressing Ctrl while selecting each account.

2. Under Groups, select the check box next to each selected group you want to unselect.
3. Click Save.
   The Profiles Management page reappears with the modified accounts and groups.



Note:

You can click Cancel to not save changes to accounts and groups and return to the Profiles Management page.

Related Topics

Viewing the profile list

Entering characteristics for a profile

Managing your profiles

Approving administration changes