Editing Group Attributes

Service Administrators can modify member attributes and member attribute values.

To edit a group attribute:

  1. Open the Edit Custom Attribute dialog for the group attribute that must be updated.
    • In Reconciliation Compliance: From the Home page, click Application, then Configuration, and then Attributes. Click the name of the group attribute that must be updated.
    • In Transaction Matching, From the Home page, click Application, and then Match Types. Select the Group Attributes tab and then click the name of the group attribute that must be updated.
  2. (Optional) In Name, modify the name of the group attribute.
  3. To edit a member attribute, click the Members tab.

    Select the member attribute to be edited and click the Edit icon. You can edit the member attribute name and the list of values provided for a list attribute. To add a new member attribute, click the Add icon.

    Note that you cannot change the key attribute or modify the type of a member attribute.

  4. To edit a member attribute's value, click the Values tab.

    Click the required cell and modify the value. After you save the changes, all reconciliations or transactions that use this member attribute will be updated to use the new value.

    You can add new values by clicking the Add icon. Note that you cannot modify the values of the key attribute.