Each user in the EFI platform is configured with a set of permissions to access a variety of functions in the platform. Initial user(s) are created and configured by Elucidate.
Thereafter a nominated user with administrator privileges can access the Settings area in the EFI platform. These users are called institution administrators.
If you are an institution administrator for the users of your institution, you will be able to access the user management section by clicking on "Settings" on the top right of the EFI platform, once you have logged in.
The user management page is loaded and provides a list of all the users associated with your financial institution.
From here, you can change a password for a user, delete an existing user, add a new user to the platform, and update a user's permissions.
