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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

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

 

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.