Create New Deposit Profile

The Create New Deposit Profile page allows you to create a new deposit profile containing one or more tiers. A deposit profile is the category for the type of customer (for example, a grocery store, gas station, etc.) while each tier is a unique set of deposit limits and thresholds within that category (for example, gold members, silver members, bronze members) that allows you to apply different limits to different customers. When defining customers you will assign each one a deposit profile and then a specific tier within that deposit profile.

To create a new deposit profile:

1. Enter a unique name for the profile in the Profile name field.

   The name you enter will be used to identify the profile in the administrative pages used to assign and edit customer profiles.

2. Create each of the tiers you want to associate with this profile, using the following guidelines:
   • You must create at least one tier for the profile.
   • To create a new tier, click New to display the New Tier page and create a new tier. When you have finished creating the new tier, click Save to return to the Create New Deposit Profile page.
   • Once you create a tier, the configured limit and threshold details will display on the right side of the page. Unset limits and thresholds are identified with a value of "--".
   • To use a tier you have already created as a basis for another tier, select the original tier in the Tiers list, then click Duplicate to make a copy. Select the new tier, then click Edit to modify the tier values to suit your specific requirements for the new tier.
   • To remove a tier from the deposit profile, select the tier in the Tiers list, then click Delete.
   • To change the order in which a defined tier will appear in the Tier drop-down menus of the administrative pages used to assign and edit customer tiers, select the tier you wish to move, then click Move Up or Move Down to change the tier's position in the list. The tier displayed at the top of the Tiers list will be the first tier displayed in the associated drop-down menus.
3. Once you have finished creating the new deposit profile (and all associated tiers), click Save to save your changes and return to the Deposit Profile Search page.

Important: Defined tiers within a profile are only saved as part of the profile and, only when you save the new deposit profile.