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 Settings -> Scroll down to "Add new" Precondition: Admin of the institution can add new  ...
Fri, 15 Apr, 2022 at 7:49 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 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