Manage Panel Authorization Profiles

Use the Manage Panel Authorization Profiles page to create, view, edit, and delete existing profiles.

Click Create Profile to create a new profile.

Profiles tab

Profile Name

Profile name which is unique within the company

Profile Type

The type of payment included in the panel authorization profile

Options are:

  • Payments – A payment sent to a financial institution in any format other than electronic file delivery
  • Electronic File Delivery – A payment sent to a financial institution electronically
Payment Frequency

The payment schedule included in the panel authorization profile

Options are:

  • Repetitive – The payment is to be repeated on a regular basis.
  • Non-Repetitive – The payment is to be made one time only.
Groups

The panel authorization groups associated with the profile.

Approval Status
Available approval statuses may include:
  • Approved
  • Pending Add Approval
  • Pending Modify Approval

If a CSA selects the Pending Modify Approval link, the Approve Panel Authorization Group page appears, and any users added or removed appear in red text. You can select a button at the bottom of the page to approve or reject the user, or to cancel the transaction. You are then returned to the Manage Panel Authorization Profiles page.

Note: The Pending Add Approval status is available only if the class of service parameter for User Administration Dual Authorization (Client) option is activated.
Last Modifield

The date in mm/dd/yyy format, followed by the initials of the last CSR who updated the profile

Note: The Last Modified column is available only if the class of service parameter for User Administration Dual Authorization (Client) option is activated.

Profiles Per Payment tab

Payment Type (left column)

Available payment types by payment category

Only the payment types that the user is entitled to appear

Current Repetitive Profile list

Link to the repetitive profile that is to be used

Note: If the row is blank, a profile has not been associated with the payment type.
Current Non-Repetitive Profile list

Link to the non-repetitive profile that is to be used

Note: If the row is blank, a profile has not been associated with the payment type.