🛠 Global Update Request

Need to have the Transfer to Other User activated for Vendor Accounts.

We have toggled boxes and checked account settings as far as our qualifications can take us. The Transfer to Other User appears in the Status Corrected Harmonizer account as expected. The profile and account settings look correct. The same profile and account settings occur in the Vendor account and look correct as they do in the Harmonizer Status Corrected account.

The only difference we can see are the Harmonizer Account Type being "Master AFD Account" and the Vendor Account Type being "Commerce Bank Master Account AFD".

I have included screen shots of our journey through the System 2 settings.

Answer:
User Profile Groups vs. User Profile Classes

Within NexorONE®, user segmentation operates under a layered governance model that separates commercial structure from system permissions. User Profile Groups define the commercial and operational treatment of a client segment — including fee schedules, transaction limits, service eligibility, and routing configurations — ensuring consistent business rules across similar users. User Profile Classes, by contrast, define the functional permissions and capabilities available within the platform — such as transfer rights, reporting access, approval authority, and API usage. This separation allows institutions to maintain clear governance boundaries: Groups determine how clients are treated commercially, while Classes determine what actions they are authorized to perform, supporting scalability, compliance, and clean auditability.

Vendor Account Transfer Menu.