To authorize, send to repair, or reject (cancel) client preference profiles

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

2. Click the Authorization Req'd Tab.  All service classes with client preference profiles with an "Authorization Required" status that you are entitled to authorize appear.  If you submitted the client preference profile, you cannot authorize it.

3. Select the service class and client preference profile that you want to authorize.  To select multiple service classes, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.  Note:  If you select only one service class, related client preference details appear in the Preference Values Details list box on the right.  If you select more than one service class, client preference detailed information does not appear.  To review client preference details before authorizing, select each service class individually.

4. Click Authorize.

   –OR–

   Click Send to Repair to return the client preference profile for the selected service class for repair.  The Reason dialog box appears.  Enter a reason for returning the profile for repair and click OK.  Note:  If you selected more than one service class, you must enter the same reason for all profiles.  If the same reason does not apply, select each service class individually.

   –OR–

   Click Reject to reject (cancel) the client preference profile.  The Reason dialog box appears.  Enter a reason for rejecting the profile and click OK.  Note:  If you selected multiple service classes, you must enter the same reason for all profiles. If the same reason does not apply, select each service class individually.