Managing user and permissions

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

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 Upl...
Wed, 28 Oct, 2020 at 12:16 PM
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...
Thu, 3 Sep, 2020 at 1:29 PM
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
User permissions for sharing remediation tickets
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
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