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 by clicking your user Icon on the top right Icon of the platform. On the right hand ...
Wed, 22 Jan, 2025 at 4:14 PM
User management lets institution administrators control who can access EFI and what they can see. Use this page to invite new team members, adjust their per...
Thu, 3 Sep, 2026 at 11:55 AM
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
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
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
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
The User Profile page shows your account details, permissions, and institution information in one place. Access it by clicking your name or avatar in the to...
Thu, 3 Sep, 2026 at 9:56 AM