The Create Profile Wizard - Add Users page is the third and final step to create a new profile. On this page, you can select the user(s) to add to 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. Enter profile characteristics, then click Continue. The Create Profile Wizard - Add Applications page appears. From the drop-down list, select an application, then click Add. The Create Profile Wizard - Add Applications (Accounts) page appears. Add applications, accounts, and groups, then click Continue. The Create Profile Wizard - Add Users page appears.

To add a user to the profile:

1. Select the check box next to a user's ID and name.
2. Click Continue.
   A message that profile memberships have been saved appears.
   

   Note:

   Click Back to return to the Create Profile Wizard - Add Applications page.

To sort the list of users by Member ID:

1. Click to sort by ascending order.
   OR
   Click to sort by descending order.
   

To sort the list of users by Name:

1. Click to sort by ascending order.
   OR
   Click to sort by descending order.
   

To view user membership information:

1. Under Member ID, click the linked ID.
   The User Membership page appears. For more information, see Viewing user membership.

Related Topics

Viewing the profile list

Entering characteristics for a profile

Adding applications to a profile

Selecting accounts and groups