Permissions Tab

There are two versions of the Permissions Tab, the Table version and the List version.

Table Version

The Table version of the Permissions Tab displays in a table format and is used by a corporate administrative user to grant a user within their own organization permission to perform a specific service activity using a specific account.

Along the bottom of the table, a tab displays for each service to which the customer subscribes. When you select a service, the information on the table changes according to the selected service.

The three left-most column headings in the table display descriptive information about the customer's accounts. These headings remain the same regardless of the tab you select on the bottom of the table.

The right-most column headings on the table display the individual service activities associated with the selected service tab. In these columns are check boxes that indicate whether or not the user can perform the service activity for the associated account and financial institution. That is, if a check box is selected, the user has permission to perform the service activity listed in the column heading using the account and financial institution listed on the row on which the check box appears.

For example, if you select Balance Reporting and the Intraday and Previous Day service activities have been assigned to the customer, then Intraday Detail, Intraday Summary, Previous Day Detail, and Previous Day Summary display as column headings and can be assigned to the user. If the Intraday service activity was not assigned to the customer, the Intraday Detail and Intraday Summary columns do not display.

If the financial institution does not subscribe to a specific activity or the activity is not permitted to the account based on its account type, the intersecting cell is grayed out.

Permissions Table

Account Name
Account Number
Financial Institution
Service Activity Column Headings

The assigned permissions may limit the data that appears on related reports.

List Version

The List version of the page displays when the Administration Tab is selected from the bottom of the page. The List version of the page is used to grant a user permission to perform administrative-related service activities, that is, service activities that are not tied to a specific account but are administrative in nature. This page is presented as a list of available services and activities from which you can choose the ones you want to assign to the user.

Available
Assigned