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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 |
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