Manage your contract profiles

Document ID: 1047
Modified: 11/02/2019

Purpose:

The management of profiles enables you to select all the bank contracts that you want to visualize in one profile. Each such profile is a group of bank contracts. A bank contract allows you to use Isabel 6 for a certain bank.

Body:

Access: Start > Programs > Isabel Services > Isabel 6 Login > Click the Contract profiles button on the Welcome page.

The Profile Management window consists of the following items:

  • Contract profiles list: this section shows the list of all existing profiles.
  • Contracts assigned to a profile: the available bank contracts in the profile for the Isabel 6 user.
  • Contract profile name: the existing profiles for the Isabel 6 user.
  • Back to portal: the button to return to the Welcome Page. Only available when all your bank contracts are assigned to a contract profile.


With profile management you can:

Create a new profile and add bank contracts
  1. Start > Programs > Isabel Services > Isabel 6 Login > Click the Contract profiles button on the Welcome page. The Manage Profile window appears.

  2. Click the New button.



    The form to define the profile appears.

  3. Enter a name in the field Contract profile name.

     
  4. Select a contract in the field Contracts not yet assigned to a profile and click the > button to add the contract to the profile. The contract will appear in the field Contracts assigned to a profile.


     
    Select a contract in the field Contracts assigned to a profile and click the < button to remove the contract from the profile. The contract will disappear from the field Contracts assigned to a profile and it will appear in the field Contracts not yet assigned to a profile.



    You can also click << or >> to move all contracts from one list to another.

    Note: You can only add eBanking contracts of the same type in one profile.

  5. Click the Save changes button. The profile is saved and the Manage Profile window appears.
Modify a profile
  1. Start > Programs > Isabel Services > Isabel6 Login > Manage your contract profiles.

    The Manage Profile window appears.

  2. Click a profile name in the Contract profiles list. The details of the profile appear.

  3. You can modify the profile name in the field Contract profile name:



    You can also modify the bankcontracts attached to the profile:
     
    Select a contract in the field Contracts not yet assigned to a profile and click the > button to add the contract to the profile.


     
    Select a contract in the field Contracts assigned to a profile and click the < button to remove the contract from the profile.



    You can also click the >> button to move all contracts from the list Contracts not yet assigned to a profile to the list Contracts assigned to a profile in one go.




    Or you can click the << button to move all contracts from the list Contracts assigned to a profile to the list Contracts not yet assigned to a profile in one go.



    Note: You can only add bank contracts of the same type in one profile.

  4. Click on the Save changes button. The profile is modified and the Manage Profile window appears.
Delete a profile
  1. Start > Programs > Isabel Services > Isabel6 Login > Click the Contract profiles button on the Welcome page.

    The Manage Profile window appears.

  2. Click a profile name in the Contract profiles list.



    The details of the profile appear.

  3. Click the Delete Profile button. The profile is removed and you return to the Manage Profile window.

Manage your contract profiles
1047
11/02/2019