Session: Site Administration

Session: Site Administration

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Click this Site Administration videos link to view all the Site Administration videos, and other training materials and resources.

The above eLearning covers the following topics:

User Administration

Create a User 

Search for Users 

How to amend User Access details 

How to set the User Capabilities 

How to manage licences 

Add a User to a User Group 

Unlock a Denied Account 

Deactivate a user

Access Levels

How to amend Access Levels 

Group Administration

Administering a User Group 

How to add a client to a User Group 

System Settings

Server 

Login Settings 

Interface Options 

Client Focus Diary 

Client Focus Email Signature 

Tasks 

Portfolio Settings 

Portfolios - Reports 

Portfolios - Report Views and Visibility 

Site Customisation

Fields - Creating a Bool Field 

Fields - Creating a Bool Field 

Fields - Conditioning Fields 

Groups - Creating a Group 

Groups - Adding Fields to the Group 

Interface Design - Overview 

Interface Design - Add Menus and Pages 

Interface Design - Add Fields 

Interface Design - Add Groups 

Interface Design - View interface changes 

Creating a Wizard

Wizards - How to create a Wizard 

Wizard - XPLAN Element - Assets

Wizard - XPLAN Element - Portfolio Holdings  

Wizards - Wizard Targets 

Wizards - View Wizard Screens 

Further Learning

Assumption Management

Assumptions - Assumption Sets 

Assumptions - Economic Data 

Assumptions - Asset Class 

Assumptions - Risk Profiles