Managing user and permissions

The content for this section is sourced from the user management manual

Adding new user
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
User management permissions
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
Available permissions
The following table describes the permissions available to be set for users by the institution administrator: Permission name Description My ...
Wed, 20 Dec, 2023 at 10:27 AM
Counterparty segment administration
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...
Wed, 20 Dec, 2023 at 10:28 AM
Report sharing for institution administrators
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
Resetting a password for a user
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