In Portfolio Data Center, the role assigned to your user ID controls the actions you can perform. The system administrator sets these access controls in System Management Center by associating permissions with employee roles. Your ID is associated with one of the following roles:
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The following figure shows the four center-based roles enabled for Portfolio Data Center:
Center Roles Panel from User Administration left navigation in the System Management Center showing the four PDC roles
To manage user roles in PDC, the system administrator assigns permissions in the User Administration area of the System Management Center.
Each PDC user needs a PDC role assigned to his or her user profile. For example, the following figure shows the user ALOMBARDO has been assigned the PDC ADMIN ROLE.
Users panel showing user ALOMBARDO is assigned the PDC ADMIN ROLE
Each PDC role contains permissions appropriate for the user in that role. Permissions cover the following data:
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