Transactive Trade - Reference Data for Administrators – ANZ Digital Services Help

Administration Models

ANZ will have set up your organisation with one of the following Administration Models based on your organisation's requirements:

Single Administration: Requires one Administrator to create, edit, apply or delete Reference Data
Dual Administration: Requires two Administrators to create, edit, apply or delete Reference Data

Organisations using dual administration models require two Administrators to approve some changes made to Reference Data. These changes include adding or editing an Address Book, creating or deleting a password user.
All Administrators required two-factor authentication (2FA).

Administrator Roles are available in Australia and New Zealand only. For all other locations, if you require any set-up or edits to Reference Data mentioned in this article, please contact ANZ.

Authorisation Models for User profiles

ANZ will have set up your organisation with one of the following Authorisation Models per product based on your organisation's requirements:

Single Approver: Requires one approver to authorise a transaction
Dual Approvers: Requires any two approvers to authorise a transaction
Approvers from Different Work Groups: Requires any two approvers to authorise a transaction from different Work Groups
Panel Approvers: Requires approvers from a structured Panel Authorisation mandate to authorise a transaction based on the product type and transaction amount range.

All approvers are required to authorise a transaction with two-factor authentication (2FA).

When creating a Company administered user profile or updating an existing user profile, the following Authorisation Matrix applies.

Authorisation Matrix

AUTHORISATION MODEL	Threshold Groups	Work Groups	Panel Authorisation Group	My Organisation Profile > Panel Approver Aliases
Single Approver	Applicable	Not Applicable	Not Applicable	Not Applicable
Dual Approver	Applicable	Not Applicable	Not Applicable	Not Applicable
Two Approvers from different Work Groups	Applicable	Applicable	Not Applicable	Not Applicable
Panel Approvers	Not Applicable	Not Applicable	Applicable	Optional

Reference Data Overview

Based on your user entitlements, you can view and manage the following Reference Data attributes and settings:

REFERENCE DATA	DESCRIPTION
My Organisation's Profile	If required, manage your Panel Approver Aliases and Payment File Definition preferences.
Address Book	Store commonly used address book party information, including counterparty name, address and account details. Use the magnifying glass to populate the name and address fields from the selected Address Book party in a transaction. For more information, refer to Manage Address Book parties.
Foreign Exchange Rates	Indicative rates convert transaction amounts to your organisation's base currency to calculate the User's threshold limits for authorisation purposes. For more information, refer to View Foreign Exchange Rates.
Invoice File Definitions	View the Invoice file format that defines the exact order, date format and delimiters the upload file needs to meet for Trade Loans and Supply Chain Finance invoices. For more information, refer to View Invoice Definitions.
Notification Rules	Notification criteria define the recipients and frequency of automated portal and email notifications for your organisation. Only one customised Notification Rule exists per organisation. For more information, refer to View Notification Rules.
Panel Authorisation Groups	View the organisation's signing mandate. Panel Authorisation Groups ensure the correct number of users approve a transaction based on the currency, value, sequence, and number of approvers. The Panel Group is then assigned to a user profile. For more information, refer to Manage Panel Authorisation Rules.
Phrases	Store commonly used standard text, including Goods Descriptions and Settlement Instructions, and apply to a transaction using the field drop-down list. For more information, refer to Manage Phrases.
Security Profiles	Bank standard Security Profiles define access, permissions and capabilities that users can view, create, edit, authorise or delete. Each user is assigned a Security Profile. For more information, refer to View Security Profiles.
Templates	Commonly used details within a transaction are saved as a template for frequent use. For more information, refer to Manage Templates. For more information, refer to Manage Templates.
Template Groups	Assign templates to a Template Group and define which users can use specific templates. Template Groups enables further control over the type of Instruments a user can create. The Template Group is then assigned to a user profile. For more information, refer to Manage Template Groups.
Threshold Groups	A maximum threshold amount per product is set for an individual transaction or daily transaction limit and applied to a user profile. For more information, refer to Manage Threshold Groups.
Trading Partner Rules	View the buyer or supplier details registered for Receivable Financing or Payable Financing programs. For more information, refer to View Trading Partner Rules.
Users	Organisation's User profiles and entitlements. For more information, refer to Manage User profiles.
Work Groups	Assign Work Groups to users for authorisation purposes, where the organisation's authorisation model requires two approvers from different groups. The Work Group is then assigned to a user profile. For more information, refer to Manage Work Groups.

View Foreign Exchange Rates

Eligible users can view indicative Foreign Exchange Rates used to calculate the user's threshold limit.

Foreign Exchange Rates screen

FILTERS	DESCRIPTION
Show 10 20 30	Click to show number of Foreign Exchange Rates in the grid.

COLUMNS

COLUMN	DESCRIPTION
Currency	Currency of the rate.
Calculation Method	Divide or Multiple.
Mid Rate	Mid rate.
Last Modified	Date the rate was last updated.
Base CCY	Base currency.
FX Rate Group	Internal system identifier.

View a Foreign Exchange Rate

To view a Foreign Exchange Rate, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Foreign Exchange Rates
3	Scroll to search for your FX Rate Group or Base CCY
4	Click Currency to view further details NOTE: These are indicative rates only used to calculate the user's threshold limits.
5	Click Close from the Context menu to exit the window

View Notification Rules

Eligible users can view Notification Rules prepared by ANZ, based on your Organisation's requirements.

Notification criteria define the recipients and frequency of automated portal and email notifications for your organisation.

Notification Rule screen

COLUMNS

COLUMN	DESCRIPTION
Name	All Notifications.
Description	All Notifications.

View Notification Rules

To view the details of the stored Notification Rule, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Notification Rule
3	Click a Notification Rule name from the grid to view the Notification Rules set up per product and transaction type to determine: Portal Notifications Email Notifications Email Recipients We recommend adding your email address to your User Preferences to ensure you receive email notifications.
4	Click Close from the Context menu

Manage Panel Authorisation Group

Eligible users can view a Panel Authorisation Group prepared by ANZ, based on your Organisation's signing mandate.

Panel Authorisation Groups ensure the correct number of users approve a transaction based on the currency, value, sequence, and number of approvers.
For more information, please refer to the Authorisation Matrix under Authorisation Models for User profiles.

Panel Authorisation Group screen

FILTERS	DESCRIPTION
Show 10 20 30	Click to show number of Panel Authorisation Groups in the grid.

COLUMNS

COLUMN	DESCRIPTION
Panel Authorisation Group Name	Panel Authorisation Group Name.
Panel Authorisation Group ID	Panel Authorisation Group ID.
Instrument Type	Instrument Type the Panel Authorisation Group is associated with
Added by	Organisation Name

View Panel Authorisation Groups

To view the details of a stored Panel Authorisation Group, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Panel Authorisation Groups
3	Click a Panel Authorisation Group Name from the grid to view and determine the: Panel Authorisation Group ID Currency Basis Account Currency Base Currency Instrument Types Payables Receivables Trade Panel Amount Ranges (up to 6) Sequence (up to 10) Authorise First Authorise Last Authorise in Sequence No Sequence Total Authorisers (up to 10) Panel Approver
4	Click Close from the Context menu

Apply a Panel Authorisation Group to a User profile

To apply a Panel Authorisation Group to a User profile, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Users
3	Click a User ID from the grid
4	Select Panel Authority from the Section Shortcuts
5	Select the Panel Approver to assign to the User's profile, e.g. Panel Auth Level A
6	If required, check the checkbox to allow the user to Authorise Own Output
7	Click Save & Close from the Context menu RESULT: The User profile has been updated and will take effect upon the User's next login.

View Security Profiles

Eligible users can view Security Profiles that mandate system permissions and user entitlements.

Users are assigned a Security Profile that defines the tasks they can perform in the system, such as creating or approving transactions. Within each Security Profile, additional permissions specify attributes a user is entitled to while performing a task within the system, e.g. what reports or reference data options are accessible..

Security Profiles screen

FILTERS	DESCRIPTION
Show 10 20 30	Click to show number of Security Profiles in the grid.
New	Click New to create a Security Profile.

COLUMNS

COLUMN	DESCRIPTION
Name	Security Profiles name.
Added By	My Corporation (Reference Data added by a user in your Organisation) Bank (Reference Data added by ANZ on your behalf)

Security Profile Entitlements

Security Profiles

Below is a list of standard Security Profiles. Any profile associated with Administrators or Authorisers must have a 2-factor authentication security device which can be arranged by contacting ANZ.

SECURITY PROFILE	DESCRIPTION
Administrator	Administrator profiles are available to AU/NZ jurisdictions only. No access to Messages and Notifications No access to Instruments (transactions) No access to Receivables/Payables Management No access to Invoice/Credit Note Processing Access to view Standard Reports Access to view & maintain Custom Reports Access to manage Reference Data where applicable No access to Conversion Centre
Authoriser	Authorisers have access to Authorise transactions, but cannot Create or Modify Access to Messages and Notifications Access to Authorise Instruments Access to Authorise Receivables/Payables Management Access to Invoice/Credit Note Processing Access to view Standard Reports Access to view & maintain Custom Reports Access to manage Reference Data, where applicable No access to Conversion Centre
Authoriser/Admin	A combination of Authoriser and Administrator profiles
Checker	Checkers have access to view and check transactions, but cannot Create, Modify or Authorise
Full Access	A combination of Administrator, Authorisers and Initiator profiles
Initiator	Initiators have access to Create and Modify transactions, but cannot Authorise Access to Messages and Notifications Access to Create and Modify Instruments Access to Authorise Receivables/Payables Management Access to Invoice/Credit Note Processing Access to view Standard Reports Access to view Custom Reports Access to manage Reference Data, where applicable No access to Conversion Centre
Initiator/Admin	A combination of Initiator and Administrator profiles
Initiator/Authoriser	A combination of Initiator and Authoriser profiles
Receivable Matching	No access to Messages and Notifications No access to Instruments (transactions) Access to Receivables/Payables Management, where applicable Access to Invoice/Credit Note Processing No access to Reporting No access to Reference Data No access to Conversion Centre
Reporting	Access to Messages No access to Instruments (transactions) No access to Receivables/Payables Management No access to Invoice/Credit Note Processing Access to view Standard Reports Access to view & maintain Custom Reports Access to manage Reference Data where applicable No access to Conversion Centre
Reviewer	No access to Messages and Notifications Access to Route Instruments Limited access to Authorise Receivables/Payables Management Limited access to Invoice/Credit Note Processing Access to view Standard Reports Access to view Custom Reports Access to manage Reference Data, where applicable No access to Conversion Centre
Suspended	Users with a Suspended Security Profile can log on to the system have no access to any functionality within the system. The Suspended access is applied to inactive Users for more than 2 years. If required, Company administrators can update the User's Security Profile or contact your ANZ representative.

Messages Entitlements

ENTITLEMENT	DESCRIPTION
Attach Documents	Attach documents to mail messages prior to submitting
Delete Documents	Delete documents from mail messages prior to submitting
Create	Create mail messages
Delete	Delete mail messages
Reply	Reply to a mail message sent from ANZ
Route	Route a mail message to users within your Organisation
Send for Repair	Send a mail message to a user to update

Instrument Entitlements

ENTITLEMENT	DESCRIPTION
Attach Documents	Attach documents to transactions prior to authorisation
Delete Documents	Delete documents from transactions prior to authorisation
Authorise	Authorisation of a transaction
Authorise Offline	Authorisation of a transaction offline
Checker	Check a transaction prior to authorisation
Create	Create a transaction and input required information
Delete	Delete a transaction in a Started, Ready to Authorise or Send for Repair status
Modify	Edit a transaction prior to authorisation
Process Invoices	Upload invoice files
Process Purchase Orders	Upload purchase orders
Route	Route transactions to users within your Organisation
Send for Repair	Route transactions to users to update details prior to authorisation
Upload File	Upload payment files

Reports Entitlements

ENTITLEMENT	DESCRIPTION
No Access	No access to view or maintain Standard and/or Custom Reports
View Only	Access to view and download Standard and/or Custom Reports
View & Maintain	Access to customise, view and download Custom Reports

Reference Data Entitlements

ENTITLEMENT	DESCRIPTION
No Access	No access to view or maintain Reference Data
View Only	Access to view select Reference Data
View & Maintain	Access to customise, view and edit select Reference Data

View a Security Profile

To view the details of a stored Security Profile, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Security Profiles
3	Click a Name from the grid to view the system permissions and user entitlements
4	Click Close from the Context menu

Apply a Security Profile to a User profile

To apply a Security Profile to a User profile, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Users
3	Click a User ID from the grid
4	Select Assigned To from the Section Shortcuts
5	Select the Security Profile to assign to the User's profile
6	Click Save & Close from the Context menu RESULT: The User profile has been updated and will take effect upon the User's next login.

Manage Template Groups

Eligible users can create, view, edit and delete a Template Group.

Templates assigned to Template Groups help manage which users can use specific templates.

Template Groups screen

FILTERS	DESCRIPTION
Show 10 20 30	Click to show number of Template Groups in the grid.
New	Click New to create a Template Group.

COLUMNS

COLUMN	DESCRIPTION
Template Group Name	Template Group Name.
Description	Template Group description.
Added By	My Corporation

Create a Template Group

To create and store a Template Group, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Template Groups
3	Click New
4	Enter a Template Group Name
5	Enter a Description
6	Click Save & Close from the Context menu RESULT: The Template Group is available from the grid and can be applied to a Template profile and a User profile.

View a Template Group

To view the details of a stored Template Group, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Template Groups
3	Click a Template Group Name from the grid to view the details
4	Click Close from the Context menu

Edit a Template Group

If this Template Group has been applied to a template, the existing transaction created by the template and template group will remain unchanged.

To edit a Template Group, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Template Groups
3	Click a Template Group Name from the grid
4	Edit details as required
5	Click Save & Close from the Context menu RESULT: The updated Template Group is available from the grid and can be applied to a template profile.

Delete a Template Group

If this Template Group has been applied to a template, the existing transaction created by the template and template group will remain unchanged.

To delete a Template Group, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Template Groups
3	Click a Template Group Name from the grid
4	Click Delete from the Context menu
5	Click OK from the Alert window RESULT: The deleted Template Group has been removed from the grid and cannot be applied to a template profile.

Apply a Template Group to a Template

To apply a Template Group to a template, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Templates
3	Click a Template Name from the grid added by your Organisation
4	Select a Template Group from the drop-down list
5	Click Save & Close from the Context menu RESULT: The template profile has been updated and will take effect immediately.

Apply a Template Group to a User profile

To apply a Template Group to a User profile, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Users
3	Click a User ID from the grid added by your Organisation
4	Select Template Groups from the Section Shortcuts
5	Select the Template Groups to assign to the User's profile
6	Click Save & Close from the Context menu RESULT: The User profile has been updated and will take effect upon the User's next login.

Manage Threshold Groups

Eligible users can create, view, edit and delete a Threshold Group.

Threshold Groups assigned to user profiles help manage the user's maximum daily transactions or individual transaction limit.
For more information, please refer to the Authorisation Matrix under Authorisation Models for User profiles.

Threshold Group screen

FILTERS	DESCRIPTION
Show 10 20 30	Click to show number of Threshold Groups in the grid.
New	Click New to create a Threshold Group.

COLUMNS

COLUMN	DESCRIPTION
Threshold Group Name	Threshold Groups Name.

Create a Threshold Group

To create and store a Threshold Group, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Threshold Groups
3	Click New
4	Enter a Threshold Group Name
5	Enter the Amount per transaction and /or Daily Limit amount for the required Instrument and Transaction type A blank entry below indicates an unlimited amount. An entry of 0 (zero) indicates the user cannot authorise transactions of that type.
6	Click Save & Close from the Context menu RESULT: The Threshold Group is available from the grid and can be applied to a User profile.

View a Threshold Group

To view the details of a stored Threshold Group, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Threshold Groups
3	Click a Threshold Group Name from the grid to view the details
4	Click Close from the Context menu

Edit a Threshold Group

If this Threshold Group has been applied to an authorised transaction, the existing transaction will remain unchanged.
If a user is assigned this Threshold Group, the User profile will automatically update upon the User's next login after the edits to the Threshold Group is saved.

To edit a Threshold Group, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Threshold Groups
3	Click a Threshold Group Name from the grid
4	Edit details as required
5	Click Save & Close from the Context menu RESULT: The updated Threshold Group is available from the grid and can be applied to a User profile.

Delete a Threshold Group

If this Threshold Group has been applied to an authorised transaction, the existing transaction will remain unchanged.
If a user is assigned this Threshold Group, the User profile will automatically update upon the User's next login after the deletion to the Threshold Group is saved.

To delete a Threshold Group, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Threshold Groups
3	Click a Threshold Group Name from the grid
4	Click Delete from the Context menu
5	Click OK from the Alert window RESULT: The deleted Threshold Group has been removed from the grid and cannot be applied to a User profile.

Apply a Threshold Group to a User profile

To apply a Threshold Group to a User profile, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Users
3	Click a User ID from the grid
4	Select Assigned To from the Section Shortcuts
5	Select the Threshold Group to assign to the User's profile
6	Click Save & Close from the Context menu RESULT: The User profile has been updated and will take effect upon the User's next login.

Manage User profiles

Eligible users can create, view, edit and delete a Company administered User profile.

User profiles in the system help manage the user's access, system permissions and user entitlements.

Users screen

FILTERS	DESCRIPTION
Show 10 20 30	Click to show number of User profiles in the grid.
New	Click New to create a User profile.

COLUMNS

COLUMN	DESCRIPTION
User ID	Unique User ID.
Last Name	User's surname.
First Name	User's first name.
Security Profile	User's Security Profile assigned.
Threshold Group	User's Threshold Group assigned.
Work Group	User's Work Group assigned.

Create a Company administered User profile

To create a User profile with a security device, please contact your ANZ representative.

To create and store a Company administered User profile with password-only access, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Users
3	Click New
4	Enter a unique User ID up to 30 characters
5	Enter the User's information based on the User's preference: First and Last Name Email Address for receiving notifications Regional Settings based on the User's preferred language English French Indonesian Japanese Korean Simplified / Traditional Chinese Thai Vietnamese Time Zone based on the User's location Default Work View Work for Me - to view transactions managed by the User Work for My Organisation - to view transactions managed by the organisation and based on user entitlements Work for Organisation and its Children - to view transactions at a parent and subsidiary level Date Format
6	Enter a unique Login ID (can be the same as the User's User ID)
7	Enter a temporary password Passwords must: Contain a minimum of eight (8) characters Include a minimum of two (2) alphabetical characters, one (1) upper case, one (1) lower case Include a minimum of two (2) numerical characters Not have been used in the last 13 passwords
8	Retype the temporary password
9	Select the Security Profile to assign to the User For more information, please refer to View Security Profiles.
10	If required, select the Threshold Group to assign to the User For more information, please refer to Manage Threshold Groups.
11	If required, select the Work Group to assign to the User For more information, please refer to Manage Work Groups.
12	If required, select the Template Groups to assign to the User For more information, please refer to Manage Template Groups.
13	If required, select the Report Categories to assign to the User For more information, please refer to Transactive Trade - Reports.
14	If required, select the Subsidiary Access Capabilities to assign to the User: User is/is not able to perform actions on behalf of subsidiaries User is/is not able to view the subsidiary Reference Data Subsidiary Access Security Profile Individual security profile for all subsidiaries Individual security profile per subsidiary User is/is not able to access the subsidiary profile's Confidential Instruments/Templates Subsidiary Access Threshold Group Subsidiary Access Work Group
15	Click Save & Close from the Context menu RESULT: The User profile is now available. The User can log in using the Login ID and temporary password. Upon the first login, the User is requested to change their password.

Reset a Company administered User password

To reset a User's password with a security device, please refer to the Forget Password options available on the Log On page.

To reset a Company administered User's password with password-only access, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Users
3	Click the User ID from the grid to reset the password
4	Enter a temporary Password and Retype Password Passwords must: Contain a minimum of eight (8) characters Include a minimum of two (2) alphabetical characters, one (1) upper case, one (1) lower case Include a minimum of two (2) numerical characters Not have been used in the last 13 passwords
5	Click Save & Close from the Context menu RESULT: The User password is now reset. The User can log in using the Login ID and temporary password. Upon the first login, the User is requested to change their password.

View a User profile

To view the details of a stored User Profile, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Users
3	Click a User ID from the grid to view the details
4	Click Close from the Context menu

Edit a User profile

If this User has performed any activities for transactions, the existing transactions will remain unchanged.

To edit a User profile, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Users
3	Click a User ID from the grid
4	Edit details as required
5	Click Save & Close from the Context menu

Delete a User profile

If this User has performed any activities for transactions, the existing transactions will remain unchanged.

To delete a User profile, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Users
3	Click a User ID from the grid
4	Click Delete from the Context menu
5	Click OK from the Alert window RESULT: The deleted User profile has been removed from the grid and cannot access the digital platform.

Manage Work Groups

Eligible users can create, view, edit and delete a Work Group.

Work Groups are assigned to users where the Organisation's signing mandate requires two users from different Work Groups to approve transactions.
For more information, please refer to the Authorisation Matrix under Authorisation Models for User profiles.

Work Groups screen

FILTERS	DESCRIPTION
Show 10 20 30	Click to show number of Work Groups in the grid.
New	Click New to create a Work Group.

COLUMNS

COLUMN	DESCRIPTION
Work Group Name	Work Group Name.
Description	Work Group Description.

Create a Work Group

To create and store a Work Group, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Work Groups
3	Click New
4	Enter a Work Group Name, e.g. Group A, Group B, Team 1, Accounts Dept. etc.
5	Enter a Description, e.g. Accounts Department, Import LC Managers, etc.
6	Click Save & Close from the Context menu RESULT: The Work Group is available from the grid and can be applied to a User profile.

View a Work Group

To view the details of a stored Work Group, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Work Group
3	Click a Work Group Name from the grid to view the details
4	Click Close from the Context menu

Edit a Work Group

If this Work Group has been applied to an authorised transaction, the existing transaction will remain unchanged.
If a user is assigned this Work Group, the User profile will automatically update upon the User's next login after the edits to the Work Group are saved.

To edit a Work Group, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Work Groups
3	Click a Work Group Name from the grid
4	Edit details as required
5	Click Save & Close from the Context menu RESULT: The updated Work Group is available from the grid and can be applied to a User profile.

Delete a Work Group

If this Work Group has been applied to an authorised transaction, the existing transaction will remain unchanged.
If a user is assigned this Work Group, the User profile will automatically update upon the User's next login after the deletion to the Work Group is saved.

To delete a Work Group, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Work Groups
3	Click a Work Group Name from the grid
4	Click Delete from the Context menu
5	Click OK from the Alert window RESULT: The deleted Work Group has been removed from the grid and cannot be applied to a User profile.

Apply a Work Group to a User profile

To apply a Work Group to a User profile, follow the below steps:

STEP	ACTION
1	Click Reference Data from the Application Banner menu
2	Click Users
3	Click a User ID from the grid
4	Select Assigned To from the Section Shortcuts
5	Select the Work Group to assign to the User's profile
6	Click Save & Close from the Context menu RESULT: The User profile has been updated and will take effect upon the User's next login.