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The Eagle Portal Administrator has special administrative privileges that allow configuration and setup of portfolios, Inbox reports, dynamically generated queries, and dashboard reports, as well as assignment of user level and group level permissions. However, if you have been granted permissions by the Eagle Portal Administrator, you can customize several important system settings directly in the Eagle Portal to support the needs of your organization. 

In the Settings dialog box, you can change your password at any time as well as download and install the ERX Viewer, a tool that allows you to view and manage Eagle data warehouse report data and view reports created in Eagle's ERX proprietary format. You can manage how the reports are accessed, displayed, and deleted in the Inbox, how the portfolios are accessed, selected, and displayed, and how query reports are executed and displayed. You can also manage how query reports are exported, how scheduled reports are submitted and displayed, and how security lookups are performed and displayed. You can also manage the Eagle Portal configuration and default options, the Eagle Portal system options, and the log level options.

Note

If you make any changes to the Eagle Portal settings, you must log out of the Eagle Portal and log back in for the changes to take effect. To ensure that cached content of the Eagle Portal is also updated, click to select the Refresh Site Cache and Refresh Appserver cache check boxes respectively at the bottom of the Settings dialog box.


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