Create an Organization Profile

The Organization Profile allows administrators to request organizations to update their profiles without having to submit a full application. Organization Profiles are essential when asking organizations to update their banking information to receive ACH payment types.

To create an Organization Profile:

1. View the Admin tab.
2. Under the Organization Management section, click the Organization Profiles hyperlink.
3. Under the Organization Profiles section, click the New button. The Organization Profile Types page is displayed. 
4. Configure settings as needed. The following settings are required:
   
   1. Organization Profile Type Name field
   2. Language dropdown menu
   3. Organization Profile Type Review Screen Header Text field
   4. Organization Profile Type Review Screen Instructions field
   5. Organization Profile Type Submission Screen Header Text field
   6. Organization Profile Type Submission Screen Instructions field
   7. Organization Profile Type Previously Submitted Screen Header Text field
   8. Organization Profile Type Previously Submitted Screen Instructions field
5. Click the Save button. The Organization Proposal Sections table will display.
6. Click the Organization Section or Payee Section buttons to add information.
7. Click the Save button to save new additions.
8. Click the Done button to return to the Organization Profiles section.