I want to assign a payment type and method to a panel profile

  • If your organisation has panel approval set up for your Commercial Banking Online service, payments must be approved by a panel, or group, of users. Panel profile assignments are the types of payment and payment entry methods panels in your organisation can approve.

    If you’re a Primary Administrator and responsible for managing panels, you can assign payment types and payment entry methods to panel profiles.

    1. On your Administration page, select Manage panels > Panel profile assignments to display the Panel Profile Assignments screen.  
    2. Click Add to display the Panel Profile Assignment screen.
       
    3. Select the type of payments the panel will be responsible for approving. For example, FPS, Bacs, CHAPS or All for all payment types.
    4. Select the payment entry method used to create the payments the panel will be responsible for approving, for example, Freeform, Payment Template or Import.
    5. Click Search icon to search for and select the panel profile of the panel that will be responsible for approving those payments of the type and entry method you’ve specified in steps 3 and 4.
    6. Select the accounts you want the panel to be responsible for approving payments for.
    7. Click Save. A message confirming that the assignment has been saved is displayed.
    8. Click Close to close the message and return to the Panel Profile Assignments screen.

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