Manage a schedule profile

Edit a schedule profile

1. Go to Roles > Schedule Profiles.

2. Find and select the schedule profile you want to edit.

3. Click the menu ⋮ > Edit Details.

   

4. On the Schedule Details window, make changes to the fields as needed.

5. Click Save.

6. In the Schedule Details section, update the percentage for monthly or quarterly as needed.

7. Click Save & Exit.

Delete a schedule profile

1. Go to Roles > Schedule Profiles.

2. Find the schedule profile you want to delete.

3. Click the menu ⋮ > Delete.

   

4. In the Delete Confirmation window, type Delete then click Confirm.