Before You Begin: Administrator Setup

Simply go to the Management/Configuration tab to:

1. Fill out and submit the information in the “Edit My Member Profile” section. This information will appear in the transfer agreements and will also be used by other members to determine the limits they assign to you. To learn more about the member profile, visit See this article

2. Define user roles. To learn more about roles and associated pricing, visit See this article.

3. Assign limits. Without them, transactions cannot be processed. To learn more about managing limits, visit See this article.