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Deleting User Access to Investments

The View Investments For [Full Name (user ID)] page displays when you click Assign Investments on the Edit User page in the Manage Users page.

To delete user access to investments:

1. On the View Investments for [Full Name (user ID)] page, click Delete in the Action column associated with the investment with access you want to delete. The confirmation message "Are you sure you want to delete this assignment? This operation cannot be undone." displays.
2. Click OK to delete access to the investment and return to the View Investments for [Full Name (user ID)] page, where the investment is no longer listed.
3. Click Cancel to keep the access to the investment and return to the View Investments for [Full Name (user ID)] page.

2. Click Done to return to the Edit User page. The Edit User page displays.
3. If you are done editing the user, click Save to return to the Manage Users page and apply your changes.

Related Topics:

• Assigning Investments
• Adding Investments
• Editing User Access to Investments
• Editing an Existing User
• Searching for an Investment
• Managing Users

QED Financial Systems • 10,000 Sagemore Drive • Marlton • New Jersey • 08053
Tel.: 856.797.1200 • Fax: 856.797.9719 • www.QEDFinancialSystems.com

Last Updated 7/29/2008