Adding applications to a profile

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:
  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.

To add an application to a profile:

  1. From the Applications drop-down list, select an application.
  2. 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.
  3. To add additional applications, repeat steps 1-2.
  4. 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:

  1. 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:

  1. 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:

  1. Click the Delete link next to an application name.
  2. Click OK on the confirmation message.
    The application is deleted from the profile.
Viewing the profile list
Entering characteristics for a profile