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1. Log on to My Profile.

2. Click on Administration.

3. Click on Users.

4. Move the cursor over the preferred user, then click on the chevron.

5. Click on DETAILS.

6. Click on MORE ACTIONS.

7. Click on Menu option linkage.

8. Activate or deactivate the preferred options.

9. Click on CONTINUE.

10. Click on CONFIRM.

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Other Tutorials

How do I set a transactional limit for a user?

See the Steps read-more-arrow

How to create a new user?

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How do I modify my username to log in to My Profile?

See the Steps read-more-arrow

How do I activate the insufficient funds alert?

See the Steps read-more-arrow

How to change the insufficient funds alert settings?

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How to remove user permissions?

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How to manage my alerts/notifications?

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How to login on My Profile?

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How do I enable two-step authentication?

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Here are the steps to activate My Profile online: 

  1. On the login page, click on SET UP MY ONLINE PROFILE.
  2. On the next page Sign up to get started, enter your desired username. Please note that it must be between 8 and 64 characters long and contain no special characters. Next, enter your password and make sure it meets the security criteria: at least one number, between 10 and 25 characters, at least one uppercase letter, at least one lowercase letter and at least one special character.
  3. Read and accept the Terms of Service.
  4. Click on Create your account.
  5. Click on Link it!
  6. Enter your activation code and your customer identification number, then click on Continue. 
The VerifyMe service is now available to UNI users. This service allows you to authenticate yourself with the Connection Partner option and access Government of Canada services (e.g.: My Service Canada Account for individuals or My Canada Revenue Agency (CRA) Account) for individuals and businesses.
Members and clients need an e-mail address on file to create any product online. You can add your e-mail address in My Profile by clicking on the icon in the top right-hand corner of the screen. Then choose Info, View all, just below your address and phone number, select E-MAIL and click on the pen icon. You can then add your e-mail address.

Maximum number of occurrences per frequency: 

- Weekly > 143 occurrences
- Biweekly > 72 occurrences
- Monthly > 33 occurrences 
- Quarterly > 11 occurrences 
- Semi-annually > 6 occurrences 
- Annually > 3 occurrences 
- Bimonthly > 17 occurrences 

Note: If you wish to change a scheduled transfer or payment, past occurrences are included the maximum allowed. 

Transfers can be scheduled to: 

- Make or change a payment  

- Make or change a transfer between UNI members 

- Transfer funds between your UNI accounts 

- Repay a loan or line of credit 

Learn more

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