--- title: Profile Manager Overview description: A general overview and introduction to the new profile manager. --- [Skip to content](https://help.paymentworks.com/knowledge-base/profile-manager-overview#main-content) [![PW Logo\_light\_Green\_ White](https://help.paymentworks.com/hs-fs/hubfs/2026%20PaymentWorks%20Brand%20Guidelines/PW%20Logo_light_Green_%20White.png?width=200&height=34&name=PW%20Logo_light_Green_%20White.png)](https://www.paymentworks.com/) - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) Open main navigation Close main navigation - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) - [Contact Support](https://help.paymentworks.com/contactsupport) [Contact Support](https://help.paymentworks.com/contactsupport?hsLang=en) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.paymentworks.com/knowledge-base?hsLang=en) 2. [Payer Knowledge Base](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en) 3. [Profile Manager](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#profile-manager) # Profile Manager Overview ## Profile Manager is your central workspace for managing payee profiles from initial submission through ongoing updates. Use it to review, approve, and track profile data, collaborate with internal teams, and ensure payee records stay accurate and complete. ### What You Can Do in Profile Manager 1. **View all payee profiles** in one consolidated list. 2. **Search, filter, and prioritize** profiles that require action. 3. **Open profile records** to review submission and update details. 4. **Review and process data changes** submitted by payees. 5. **Collaborate internally** using custom **Tags** and **Notes**. 6. **Track connected profiles** linked to supplier records in your system. --- ### How to Access Profile Manager from Classic PaymentWorks 1. Go to the homepage. 2. Click **Vendor Master Updates.** 3. Click **New Vendors**. 4. Click the green **Go to the New Profile Manager UI** button. ![Payer\_Profile Manager Classic](https://help.paymentworks.com/hs-fs/hubfs/Payer_Profile%20Manager%20Classic.png?width=670&height=513&name=Payer_Profile%20Manager%20Classic.png) ### How to Access Profile Manager from Newer PaymentWorks pages (Reporting, Payments, etc.) 1. Look to the navigation menu on the left . 2. Click **Connections → Profile Manager**. ![Payer\_Profile Manager Menu](https://help.paymentworks.com/hs-fs/hubfs/Payer_Profile%20Manager%20Menu.png?width=670&height=427&name=Payer_Profile%20Manager%20Menu.png)   --- ### Important Notes - Profile Manager combines tasks previously spread across multiple tabs (e.g., Requests, Updates, Profiles). - Internal-only tools like **Tags** and **Notes** do not affect the payee's view. - [Payee Knowledge Base](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#main-content) - [Verification Process & Document Uploads](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#verification-process-document-uploads) - [Account Login & Updates](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#account-login-updates) - [Invoices & Payments](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#invoices-payments) - [Invitations & Customer Registrations](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#invitations-customer-registrations) - [Account Creation & Onboarding](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#account-creation-onboarding) - [Payee Profile](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#payee-profile) - [Manage Your Data](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#manage-your-data) - [Customer Table & Quick Connect](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#customer-table-quick-connect) - [Payment Methods & Bank Information](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#payment-methods-bank-information) - [FAQs](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#faqs) - [Payer Knowledge Base](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#main-content) - [Product Releases](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#product-releases) - [Profile Manager](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#profile-manager) - [Platform Updates & Announcements](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#platform-updates-announcements) - [Sending Invitations & Reviewing Payee Status](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#sending-invitations-reviewing-payee-status) - [New Vendor Registrations & Updates](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#new-vendor-registrations-updates) - [Supplier & Invoice File Uploads](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#supplier-invoice-file-uploads) - [Payments & Invoicing](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#payments-invoicing) - [Training Videos](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#training-videos) - [SSO/Login & User Permissions](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#sso-login-user-permissions) - [Implementation & Configuration](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#implementation-configuration) - [Frequently Asked Questions (FAQs)](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#frequently-asked-questions-faqs) - [Developer Portal](https://help.paymentworks.com/knowledge-base/developer-portal?hsLang=en) - [Contact Support](https://help.paymentworks.com/knowledge-base/contact-support?hsLang=en) - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) - [Contact Support](https://help.paymentworks.com/contactsupport) [![PW Logo\_light\_Green\_ White](https://help.paymentworks.com/hs-fs/hubfs/2026%20PaymentWorks%20Brand%20Guidelines/PW%20Logo_light_Green_%20White.png?width=200&height=34&name=PW%20Logo_light_Green_%20White.png "PW Logo_light_Green_ White")](http://paymentworks.com) Copyright © 2025, PaymentWorks