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Portfolio Data Center follows Role-based Access Control approach, that is the application access is restricted only to the authorized users. In PDC, the role assigned to your
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User ID controls the actions you can perform.
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System Administrators are responsible for managing PDC user roles and permissions. The system administrator sets these access controls in
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User Administration by associating permissions with employee roles.
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Following are the four roles associated with Portfolio Data Center:
Role | Description |
|---|---|
PDC |
Administrator |
Provides |
full permissions for the Setup and Portfolio Desk areas of Portfolio Data Center |
. Grants full access rights to Entities and Exceptions management. |
PDC |
Manager Role | Provides |
nearly full permissions for the Setup and Portfolio Desk areas of Portfolio |
Data Center. Grants full access rights to Entities and Exception management and restriction to the maintenance of System Settings. |
PDC |
Analyst Role | Provides |
analyst specific permission for the Setup and Portfolio Desk areas of |
Portfolio Data Center and restricts maintenance of system settings and the ability to authorize overrides. |
PDC |
End User Role | Provides |
view-only permissions for the Setup and Portfolio Desk areas of Portfolio |
Data Center and restricts maintenance of entity reference data. |
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. For more information about how to assign permissions, see ???
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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 JOHN is assigned to 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:
- Errors
- Field groups
- Policies
- Validations
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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 to Authorize | > Allows to Maintain |
PDC Manager Role | > Allows maintenance of Policies and Components | > Allows to Authorize | > Allows to Maintain |
PDC Analyst Role | > Allows maintenance of Policies and Components | > Allows to Release Exception | > Allows to Maintain |
PDC End User Role | N/A | > Allows to Show History | > Allows to View Reports |
For more information about user roles and permissions, see User Administration.