Managing Users

This is a short guide explaining how to list, create and modify system users.

caution

System users are managed by the system administrators. Other system roles can not perform such tasks.

Accessing the List of System Users

Use the main navigation and click on Manage » System Users menu item.

The page listing system users is composed of 3 components:

1. Filters which allows you to filter users by various criteria.
2. Table of Users that tabulates all system users.
3. Login Activity that shows the login activity of system users over a given period of time.

Creating a new System User

Click on the "New" button on the system users listing page.

A new page will open prompting you with user details. Following information is required:

1. Unique, case-sensitive username.
2. Email Address
3. First Name
4. Last Name

Also:

1. If your system is configured to use OTP (One-Time Password), you will need to provide "Mobile Number".
2. Leave the user marked as active (Is Active? Yes).

Now, you will need to choose a role and teams if role requires.

Let's say, you will create a relationship manager. Choose "relationship manager" under Roles dropdown. This also requires you to choose one or more teams so that the new user can see all trade and voucher information for these teams.

Finally, click on "Save" button. Now, you can either set a new password for the user or let the user set his/her password by performing a password reset.

danger

We do not recommend setting a password of a user and sharing it over insecure mediums such as instant messaging applications or email. Instead, we are recommending to instruct the user to "Reset Password". You will need to share following information with the user:

1. Link to the login page.
2. Username (this information is case-sensitive)

The user can then follow instructions on this documentation to reset his/her password.

User Roles

There are 3 major categories of user roles:

1. administrator: This user role has access to all functions and features of the system for both read and write operations.
2. Internal Users: User roles under this category are considered to be for company-affiliated users and they have access rights depending on their actual roles.
3. External Users: User roles under this category are considered to be for non-company affiliated users. The limitations compared to internal users are that they are NOT given access to, for example, all instruments data, but rather only to the instruments that have been added to the portfolios they have access to.

The roles list and the summary of their rights are:

Category	Role	Summary
Administrator	administrator	Unlimited access including systems operations such as creating users
Internal Users	manager	Unlimited (merely) read-only access
Internal Users	executive	Limited read-only access
Internal Users	accountant	Unlimited read-only access, limited write access to accounting functions
Internal Users	compliance officer	Unlimited read-only access, limited write access to compliance functions
Internal Users	back officer	Limited read-write access, requires team assignment for portfolios
Internal Users	middle officer	Limited read-only access, requires team assignment for portfolios
Internal Users	front officer	Limited read-only access, requires team assignment for portfolios
Internal Users	trader	Limited read-write access, requires team assignment for portfolios
Internal Users	relationship manager	Limited read-only access, requires team assignment for portfolios
External Users	auditor	Very limited read-only access, requires portfolio group assignment for portfolios
External Users	fund administrator	Very limited read-only access, requires portfolio group assignment for portfolios
External Users	external asset manager	Very limited read-only access, requires portfolio group assignment for portfolios
External Users	proprietor	Very limited read-only access, requires portfolio group assignment for portfolios
External Users	third party	Very limited read-only access, requires portfolio group assignment for portfolios

Note that:

1. At this point in time, external users have same access privileges.
2. You can see further authorisation details of each role under Manage » Permissions Matrix using the main navigation menu.

Modifying System User

Click on the ID or Username cell of a the user you can to modify.

The user details page provides you with 3 sections:

1. User Details Form to change details of the user or to enable/disable user.
2. Password Form to set a password for the user.
3. Login Activity Chart to see the login activity of the user over a period of time.

caution

DECAF does not provide you the option to DELETE a user. Instead, you can disable a user by toggling option called Is Active?.