The Profile Overview page provides you with a quick look at outstanding requirements from ServiceChannel clients, a quick way to modify your profile and manage trades as needed.
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- On Provider Automation, Under the Hamburger menu on the top left corner, click Admin>Profile Overview, the Profile Overview page appears.
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Managing Action Required
The Action Required section of Profile Overview page will only appear when you have client requirements that need to be completed. A client for which you had previously completed all requirements for will show in this section if they have added a new requirement. From this section you can see which clients have outstanding requirements, your completion percentage for that client and the total number of remaining sections needing to be completed. By clicking continue next to a desired client you can take action to complete any outstanding requirements.
Viewing Profile Overview
From the Profile Overview section you can at a glance see how many trades your company has registered with, view percentage completion for your Fixxbook Profile, Financial Information, and PN and directly take action to manage all of these items.
By clicking the button to the right of the desired profile overview section you will be directed to the appropriate area to take necessary action.
PN Overview
The PN Overview percentage provides you a completion percentage for client requirements across all clients.
