To authorize, send to repair, or reject (delete) user profiles

From the Authorization Required Tab:

1. On the CitiDirect navigation bar, click Access Management, and then click User Profile.  The User Profile Summary Form appears.

2. Click the Authorization Req'd Tab.  All user profiles with the status of "Authorization Req'd" or "Authorization Required for Delete" that you are entitled to authorize are listed.  If you submitted, modified, or deleted a user profile, you cannot authorize it.

3. Select the user profiles you want to authorize.  To select multiple profiles, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.

4. Click Authorize.  If only one level of authorization is required, the profiles are submitted to Citibank for processing.

   –OR–

   Click Send to Repair to indicate that the user profile contains errors and must be repaired.  A Reason dialog box appears.  Enter a reason for the repair and click OK to close the dialog box.  Each user profile is moved to the Input Tab and its status changes to "Repair Req'd."  Note:  If you are returning multiple user profiles for repair, you must enter the same reason for all profiles.  If the same reason does not apply, select each profile individually.

   –OR–

   Click Reject to reject (delete) the user profile.  A Reason dialog box appears.  Enter a reason for rejecting the profiles and click OK to close the dialog box.  Note:  If you are rejecting multiple user profiles, you must enter the same reason for all profiles.  If the same reason does not apply, select each profile individually.

From the User Profile Detail Form:

1. Select user profiles as described in steps 1 through 3 above.

2. Click Go to Details.  The details of the first selected user profile appear on the User Profile Detail Form.

3. Review the details of the user profile and click Authorize.  If only one level of authorization is required, the profile is submitted to Citibank for processing.

   –OR–

   Click Send to Repair to indicate that the user profile must be repaired.  A Reason dialog box appears.  Enter the reason for the repair and click OK to close the dialog box.  The user profile is moved to the Input Tab and its status changes to "Repair Required."

   –OR–

   Click Reject to reject (delete) the user profile.  A Reason dialog box appears.  Enter a reason for rejecting the user profile and click OK to close the dialog box.

4. If multiple profiles were selected on the Authorization Req'd Tab, click Next and repeat step 3 to review and authorize all selected profiles.  When the details of the last selected profile have been reviewed, click Next or Authorize to return to the summary form.

Notes:

• New, modified, or deleted user profiles must be authorized before they are processed and any changes are effective, or before they are deleted from the system.

• If a Secured Password has been reset or a user with Secured Password access has been re-enabled, the associated user profile is considered modified; therefore, it must be authorized before any changes are effective.

• User Profiles may be authorized, returned for repair, or rejected from the Authorization Req'd Tab or the User Profile Detail Form.

• The Authorization Req'd Tab presents all user profiles awaiting authorization that you are entitled to authorize, along with some key information.

• More detailed information is available on the User Profile Details Form.

• When authorizing user profiles, it is best to review all user profile details on the User Profile Details Form and then authorize the user profile.