Specifying Profile Access

The Access tab determines which users are authorized as commentators or viewers of reconciliations related to the profile. Commentators can view the reconciliations and add comments to the reconciliation or to transactions of the reconciliation. Viewers have read-only access.

To select a user or team as Commentators or Viewers:

  1. From Home, select Application, and then Profiles.
  2. Click New (+) to create a New Profile.
  3. Select the Access tab.
  4. Click Add (+) .
  5. In Select Viewers or Select Commentators, click Search Users backup user.
  6. Select Users or Teams, and then enter the name or click Search.
  7. Under Search Results, select the Commentator or Viewer Users or Teams, and add them to the Available column.