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How to Permission Multiple Profiles to Reporting Firms at Once

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Michael Berndt
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To update permissions on multiple profiles at once go to Profiles, Permissions.

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After you click on Permissions, you will be brought to the Profile Permission Management
page. This page enables you to search for a specific
Profile (Search by Profiles) or view all Profiles permissioned to a specific Reporting Firm (“… filter
by Participants”).  Here you can permission or remove permissions for all profiles to a reporting entity at once.

 

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