Selecting accounts and groups

The Create Profile Wizard - Add Applications (Accounts) page allows you to select the accounts and groups to add to the selected application.

Before You Begin:
  1. On the Treasury Passport menu, under User Administration, select Profiles.
    The Profile List page appears.
  2. Click Create New Profile.
    The Create Profile Wizard - Enter Characteristics page appears.
  3. Enter profile characteristics, then click Continue.
    The Create Profile Wizard - Add Applications page appears.
  4. From the drop-down list, select an application.
  5. Click Add.
    The Create Profile Wizard - Add Applications (Accounts) page appears.

To select 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 Continue.
    The Add Applications page reappears to add additional applications. For more information, see Adding applications to a profile.
    Note:
    Click Back to return to the Add Application page without selecting account and groups for this application.

To remove accounts:

  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.
Viewing the profile list
Adding applications to a profile
Adding users to a profile