Manage your contract profiles

Document ID: 1047

Modified: 24/05/2023

Each of your banks defines your user rights in one or more ebanking contracts.

Groups of ebanking contracts can be assigned to different contract profiles. This can be useful if you are managing multiple companies. A contract profile, limits the scope of your actions to the ebanking contracts present in this profile.

By default all ebanking contracts are in the same contract profile.

If you want to make modifications to the contract profiles :

Click the Contract profiles button on the Welcome page.

Create a new profile and add bank contracts

Click the Contract profiles button on the Welcome page.. The Manage Profile window appears.
Click the New button.

The form to define the profile appears.
Enter a name in the field Contract profile name.
Select a contract in the field Contracts not yet assigned to a profile and click the > button to add the contract to the profile. The contract will appear in the field Contracts assigned to a profile.

You can also click << or >> to move all contracts from one list to another.
Click the Save changes button. The profile is saved and the Manage Profile window appears.

Modify a profile

Click the Contract profiles button on the Welcome page.
The Manage Profile window appears.
Click a profile name in the Contract profiles list. The details of the profile appear.
You can modify the profile name in the field Contract profile name:

You can also modify the bankcontracts attached to the profile:

Select a contract in the field Contracts not yet assigned to a profile and click the > button to add the contract to the profile.

Select a contract in the field Contracts assigned to a profile and click the < button to remove the contract from the profile.

You can also click the >> button to move all contracts from the list Contracts not yet assigned to a profile to the list Contracts assigned to a profile in one go.

Or you can click the << button to move all contracts from the list Contracts assigned to a profile to the list Contracts not yet assigned to a profile in one go.
Click on the Save changes button. The profile is modified and the Manage Profile window appears.

Delete a profile

Click the Contract profiles button on the Welcome page.
The Manage Profile window appears.
Click a profile name in the Contract profiles list.

The details of the profile appear.
Click the Delete Profile button. The profile is removed and you return to the Manage Profile window.

Manage your contract profiles

1047

24/05/2023