Updating Profile Attributes
An Administrator or Power User can also update Profile attributes.
Follow these high level steps to update profile attributes:
- Export the current attributes to a CSV file. See Exporting Profiles.
- Make changes to the exported file.
- Import the revised attribute file using Import and choose the option Update, rather than replace, in order to make the changes in the revised attribute file. See Importing Profiles.
Table 7-2 Profile Attributes and UI Export Options
| Column (Attribute) | UI Export Option |
|---|---|
| Segment <n> | <Default> |
| Account Name | Name |
| Description | Description |
| Process | Process |
| Format | Format |
| Organizational Unit | Organizational Unit |
| Risk Rating | Risk Rating |
| Account Type | Account Type |
| Instructions | Instructions |
| Active | Active |
| Normal Balance | Normal Balance |
| Auto Recon Method | Auto Reconciliation Method |
| Auto Recon Bal Low | Auto Reconciliation Method |
| Auto Recon Bal High | Auto Reconciliation Method |
| Auto Recon Threshold Number | Auto Reconciliation Method |
| Auto Recon Threshold Percent | Auto Reconciliation Method |
| Max Age Adjustments | Maximum Age Adjustments |
| Max Age Explanations | Maximum Age Explanation |
| Manual Balance Source System | Enter Source System Balances |
| Manual Balance Subsystem | Enter Subsystem Balances |
| Preparer | Preparer |
| Preparer Backup | Preparer |
| Preparer Frequency | Preparer |
| Preparer Require Action By | Preparer |
| Start Offset | Preparer |
| Duration | Preparer |
| Reviewer <n> | Reviewer |
| Reviewer Backup <n> | Reviewer |
| Reviewer Frequency | Reviewer |
| Reviewer Duration <n> | Reviewer |
| Commentator | Commentator |
| Viewer | Viewer |
| Historical Rate | Historical Rate |
| Rate Type | Rate Type |
| Attribute 1 | <Custom Attribute> |
| Attribute Value 1 | <Custom Attribute> |
| Attribute Access 1 | <Custom Attribute> |
| Attribute Attachment Access 1 | <Custom Attribute> |
| Attribute Copy To Profile 1 | <Custom Attribute> |
| Enable Currency Bucket 1 | Currency Bucket Enabled (Entered) |
| Default Currency Bucket 1 | Currency Bucket Default Currency (Entered) |
| Enable Currency Bucket 2 | Currency Bucket Enabled (Functional) |
| Default Currency Bucket 2 | Currency Bucket Default Currency (Functional) |
| Enable Currency Bucket 3 | Currency Bucket Enabled (Reporting) |
| Default Currency Bucket 3 | Currency Bucket Default Currency (Reporting) |