Editing User Access to Investments

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

To edit user access to investments:

On the View Investments for [Full Name (user ID)] page, click Edit in the Action column associated with the investment you want to edit. The Select Investments for [Full Name (user ID)] page displays.

Note: To add new investments or for an explanation of the check box options, see Assigning Investments.

Select (check) or deselect (uncheck) the check boxes to the left of the investment(s) you are assigning or unassigning to the user.
Select (check) the appropriate check boxes for the level of privileges you are assigning or unassigning to the user.
Click Save to save the changes and return to the View Investments for [Full Name (user ID)] page. Any changes to the Fund(s) and/or Position(s) display in the Investments list.

Note: Click Cancel to not choose any investments and return to the View Investments for [Full Name (user ID)] page.

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

Editing User Access to Investments

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