On the CitiDirect navigation bar, click Activation, and then click Default Access Profile. The Default Access Profile Summary Form appears.
Click the Input Tab. All default access profiles with a "Processed" status are listed.
Select the default access profile you want to modify. 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.
Click Go to Details. The Default Access Profile Detail Form, containing all available entitlement criteria and the current entitlement rights for the first selected default access profile, appears.
To delete an entitlement right from the access profile: From the Access Profile Details list box (right pane), select the entitlement right you want to delete and click Delete. A Warning dialog box appears. Click Yes to confirm the deletion. The entitlement is deleted from the Details list box.
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To add an entitlement right to Access Profiles: From the Entitlement Criteria list box (left pane), select the entitlement criteria you want to add. A Set Up Entitlements For. . . confirmation dialog box appears. Based on the entitlement criteria selected, the fields in the Set Up Entitlements For. . . confirmation dialog box vary. Click here for more information on selecting entitlement criteria.
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To reset all entitlement rights back to their original settings, click Reset.
Once the default access profile is complete, review the Access Profile Details list box for accuracy, and then click Submit. The Save As dialog box appears.
Do not edit the access profile name and click OK. The default access profile is submitted for Authorization and the details of the next selected default access profile appear on the details form. Note: At this point two profiles with the same name exist: the original with a "Processed" status and the modified profile with an "Authorization Required" status.
Notes:
If multiple default access profiles were selected and you do not want to modify the current default access profile, click Next to view the details of the next selected default access profile. Once this form contains the details of the last selected default access profile, click Next or Submit to return to the summary form.
Modifying a default access profile will not alter the access rights users already linked to that access profile.
The modified default access profile is not available until it is authorized.
The original default access profile remains active until the modified default access profile is authorized.
If you enter a new name in the Save As dialog box, two profiles with different names will exist: one with the original entitlement rights and one with the modified entitlement rights. The status of the modified profile is changed to "Authorization Required," and the original access profile remains active.
To print the details for the current default access profile, click Other Options, and then click Print or click the Print Button at the bottom of the left side of the detail form.
To return to the summary form at any time click Return to Summary.