The Create Profile Wizard - Enter Characteristics page is the first step to create a new profile. On this page, you can name the profile, as well as enter a description about the profile.

Before You Begin:

On the Treasury Passport menu, under User Administration, select Profiles. The Profile List page appears. Click Create New Profile. The Create Profile Wizard - Enter Characteristics page appears.

To enter profile characteristics:

1. Enter the profile name.
2. Enter a description about the profile.
3. Click Continue.
   The Create Profile Wizard - Add Applications page appears. For more information, see Adding applications to a profile.
   

   Note:

   You can click Cancel to not create a new profile and return to the Profile List page.

To edit profile characteristics:

Note:

This page also appears if you click Edit next to Characteristics in step two of the wizard, Create Profile Wizard - Add Applications.

1. Modify the profile name.
2. Modify the description.
3. Click Continue to return to step two of the wizard, Create Profile Wizard - Add Applications.
   

   Note:

   If you click Cancel, the Profiles Management page appears instead of step two of the wizard, Create Profile Wizard - Add Applications.

Related Topics

Viewing the profile list