Adding applications to a profile | Print |
The Create Profile Wizard - Add Applications page is the second step to create a new profile. On this page, you can select the application(s) to add to a 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.
- Enter profile characteristics, then click Continue.
The Create Profile Wizard - Add Applications page appears.
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To add an application to a profile:
- From the Applications drop-down list, select an application.
- Click Add.
The Create Profile Wizard - Add Applications (Accounts) page appears for you to assign accounts and groups to the application. For more information, see Selecting accounts and groups.
- To add additional applications, repeat steps 1-2.
- Click Continue.
The Create Profile Wizard - Add Users page appears.
Note: |
Click Back to return to the Create Profile Wizard - Enter Characteristics page. |
To edit profile characteristics:
- Click the Edit link next to Characteristics.
The Create Profile Wizard - Enter Characteristics page appears. For more information, see Entering characteristics for a profile.
To edit an added application:
- Click the Edit link next to an application name.
The Create Profile Wizard - Add Applications (Accounts) page appears. For more information, see Selecting accounts and groups.
To delete an added application:
- Click the Delete link next to an application name.
- Click OK on the confirmation message.
The application is deleted from the profile.