Article Content
Approving/Rejecting a New Profile
Overview
New profiles added to the system must be approved or rejected.
Related Information/Setup
Please refer to the Creating a New Profile for further information about adding a new profile.
Navigation
- From the Home screen, click the Home dropdown menu.
Home Dropdown Menu
- Click the Due Diligence link.
Due Diligence Link
- From the Due Diligence Report screen, click the Profiles tab.
Profiles Tab
- From the Profiles screen, click a profile link from under the Pending Review section.
Profile Link
Approving/Rejecting a New Profile
- From the Profile screen, scroll to the Company Details section.
Company Details section
- Select the profile approval date from the Calendar pop-up under the Original Approval Date field by clicking a Date.
Calendar Pop-up
- Click the Approve button to approve the profile.
Approve Button
- (Optional) Click the Reject button to reject the profile, removing it from the system.
Reject Button