Back

 

Specifying permissions for portal

Set up the relevant permissions for the role to access various features of portal service and perform appropriate tasks.

 

Page element

Description

Privileges

 Specify the View, Edit, and Approve rights for Portal Setup features. Select the activities corresponding to the portal options.

Select All check box to assign all privileges.

Accounts

Select the required accounts to assign to the role.

Select All check box to assign all accounts.

Save & Verify

Click Save & Verify to save and verify the details.

Next

Click Next.

 

Following is example of Specifying Portal Permissions:

Where to go from here

 Verifying and submitting

 


© 2017-19 Finastra International Limited, or a member of the Finastra group of companies (“Finastra”). All Rights Reserved.
Cat ID: FCM4.6-00-U02-1.5.3-201903

Back