Once created, a profile can be copied, edited or deleted.

Copying a profile will be helpful if you wish to have another profile with similar options; for example, you might have some deposits held in a custodial scheme and others in an insured scheme. By copying a profile, you can change the deposit status field, and all other items will be as the original profile.

Use the actions button from the profiles list to copy, edit, or delete.

Copy Profile

To copy a profile, click the actions button in the profiles list and click “copy.”

A new profile will be created in the list using the same descriptive name but with “copy” added.

Edit Profile

You can edit profiles at any time.

From the actions button in the profiles list, click “edit.”

Just the same as creating, you can edit all the fields.

Remember to hit save when you’ve finished!

Delete Profile

Click on “delete” in the actions button from the profiles list to delete a profile. Deleting a profile is irreversible, and the data will be lost.

Copy, Edit or Delete a Profile