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How to create a profile

Go to your Settings > Profiles, select the button to start and create
a new profile.

A modal will open where you can select 'New' or 'Clone':

New

To create a profile from scratch, you will need to provide all the information and configuration.
For this, you will need your creditor ID.

Clone

Clone an existing profile including the full configuration:

When selecting this option you need to select the profile that you want to clone.
Everything is copied from the originating profile, except:

  • Customised emails
  • Customised Sms messages

The default emails and Sms messages are used.