Managing user and permissions
The content for this section is sourced from the user management manual
In order to add new users to your institution go to User Management -> On the right hand side you can see "Add new" Precondition: Admin of the...
Tue, 2 Aug, 2022 at 1:14 PM
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 conf...
Wed, 28 Oct, 2020 at 12:12 PM
The following table describes the permissions available to be set for users by the institution administrator: Permission name Description My ...
Tue, 2 Aug, 2022 at 1:20 PM
Within the counterparty tab, it is possible to create segments and add counterparties to particular segments. Access to segments can then be restricted by t...
Thu, 3 Sep, 2020 at 1:29 PM
There are three levels of assessment and reports which are available in the EFI platform: Preliminary: a basic report using information sourced from the ...
Wed, 28 Oct, 2020 at 12:06 PM
Users with permission to “Remediation read-only” can access the Remediation tab, on a read-only basis. To create remediation tickets for your financial in...
Wed, 28 Oct, 2020 at 12:02 PM
As an institution administrator, you can reset a password for a user through the user management screen. Opposite each user name in the User Management ...
Wed, 28 Oct, 2020 at 12:01 PM