Approving or Rejecting an Associated Profile

To approve or reject a user profile:

In the Admin tab, select the User List hyperlink.

The system displays the Manage Users page.

Use the Filter By search fields to find the user whose details you want to review or update.

For example, select Last Name from the Filter By drop-down list, and then enter a search term in the adjacent text box. You can enter either a full or partial search term, but if you use a partial term (such as a single letter), be sure to add the wildcard character (%) to the term.

Select Go.

The system displays an updated Manage Users page with a list of records that match the search criteria you entered.

Select the Name hyperlink for the user whose details you want to review or update.

The system displays the User Details page.

From the Show drop-down, select Associated Profiles.

The system displays the Manage User Profiles page.

Use the Filter By search fields to find the profiles in “In Review” status that not shown in the current list view.

For example, select Profile Name from the Filter By drop-down list, enter the wildcard character (%) in the adjacent text field, select In Review from the With Status drop-down, and click Go.

The system refreshes the page with the list profiles in “In Review” status.

Select the checkbox under the checkbox column for the profile in “In Review” status that you want to approve or reject.
Select Approve or Reject.

The system displays the Update Status dialog.

Select a Reason Code (optional).
Enter any necessary comments in the Remarks field and click the OK button.

The system exits back to the Manage User Profiles page where the profile shows the status of “Approved” or “Rejected.”

Approving or Rejecting an Associated Profile

Related Topics