Configuring Restriction Reasons

Prerequisites for Restriction Reasons

When a profile is set to a restricted status, you should also select a reason to make it clear to all users why the profile was set to restricted.

Adding a Restriction Reason

1. From the Administration menu, select Client Relations, select Profile Management, and then select Restriction Reasons.

2. Click New and complete the following fields:

   1. Code. Enter the code for the restriction reason.

   2. Description. Enter a description for the restriction reason.

   3. Manage Translations. (Available when the Multi Language function under the General group is active.) Select to open the multi-language descriptions screen and configure a language translation for the restriction reason.

   4. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing a Restriction Reason

1. From the Administration menu, select Client Relations, select Profile Management, and then select Restriction Reasons.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

4. Click Edit.

5. Update the configuration and click Save.

Deleting a Restriction Reason

1. From the Administration menu, select Client Relations, select Profile Management, and then select Restriction Reasons.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

4. Click Delete.