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Profiles List

The Profiles List is the main landing page in Profile Manager, giving you a full view of all payee profiles—both unconnected and connected. Use it to search, filter, and take action on profiles that require attention.

Key Components

1. Search and Filters

Use the top toolbar to narrow down profiles:

  • Search by Legal Name or DBA Name

  • Quick Filters:

    • Vendor Number

    • My Pending Only

  • More Filters:

    • Status

    • IDs

    • Tags

    • Data Change Types

    • Dates


    Payer_Profile Manager - Filters

2. Profiles Table

Each row in the table represents one profile and includes:

Column Description
Profile Name Display name with legal name underneath
Connection Indicator Shows if the profile is connected to your system
Vendor Number External ID (connected profiles only)
Site Code Optional external site reference
Status Overall profile status
Changes Types of pending data changes
Request Tags Internal tags for collaboration
Updated Most recent activity date

Note: Profiles can be in various states (e.g., pending review, connected), but all are managed from this unified list.

    Payer_Profile Manager - List

Actions

  • Process Approved Requests
    Marks all approved submissions and eligible location requests as Processed.

  • Downloads (Legacy)
    These exports mirror the legacy Classic New Requests page:

    • Requests: Export all request records (full, partial, edits)

    • Updates: Export all update records (bank, address, sanctions, etc.)