...
The following table lists the PDC's Role permissions.
PDC Roles | Set Up | Portfolio Desk | |
---|---|---|---|
Entity Details | Entities | ||
PDC Admin Role | > Allows maintenance of Policies and Components > Allows maintenance of Detail Tab > Allows maintenance of System Settings | > Allows to Authorize > Allows to Release Exception > Exception Grid visible > Allows to Audit > Allows to Attach/Comment > Allows to View History > Allows to View Reports > Allows to Manage Overrides > Allows to Manage Release Exceptions > Allows to Override without reason code | > Allows to Maintain > Allows to Submit > Allows to Audit > Allows to Attach/Comment > Allows to View Reports > Allows to Manage Overrides > Allows to Manage Released Exceptions |
PDC Manager Role | > Allows maintenance of Policies and Components > Allows maintenance of Detail Tab | > Allows to Authorize > Allows to Release Exception > Exception Grid visible > Allows to Audit > Allows to Attach/Comment > Allows to View History > Allows to View Reports > Allows to Manage Overrides > Allows to Manage Release Exceptions > Allows to Override without reason code | > Allows to Maintain > Allows to Audit > Allows to Attach/Comment > Allows to View Reports > Allows to Manage Overrides > Allows to Manage Released Exceptions |
PDC Analyst Role | > Allows maintenance of Policies and Components | > Allows to Release Exception > Exception Grid visible > Allows to Audit > Allows to Attach/Comment > Allows to View History > Allows to View Reports > Allows to Manage Overrides > Allows to Manage Release Exceptions > Allows to Override without reason code | > Allows to Maintain > Allows to Audit > Allows to Attach/Comment > Allows to View Reports > Allows to Manage Overrides > Allows to Manage Released Exceptions |
PDC End User Role | N/A | > Allows to Show History > Allows to View Reports > Allows to Manage Overrides | > Allows to View Reports |
For more information about user roles and permissions, see User Administration.
...