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Viewing a Profile

Clicking on a profile from the list view brings users to a focused view of that payee's profile. This is where you review submitted information, manage data changes, and collaborate internally.

Page Components

1. Header

Located at the top of the page, the header displays:

  • Profile Name and Logo (if available)

  • Breadcrumbs for easy navigation back to Profile Manager

2. Content Tabs

Profile information is organized into tabs for easy access:

  • Profile Data – View all submitted payee information

  • Data Changes – Review and act on updates for connected profiles

    Note: This tab appears only for connected profiles.

  • Notes – Add and view internal-only notes for collaboration

Important Notes

  • Use Notes to document internal actions or flag profiles for team review. Notes are not visible to payees.

  • Only connected profiles will show the Data Changes tab.