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:
Role | Description |
|---|---|
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. |
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 Manager Role | Provides nearly full permissions for the Setup and Portfolio Desk areas of Portfolio Data Center and restricts maintenance of system settings. |
PDC Administrator Role | Provides full permissions for the Setup and Portfolio Desk areas of Portfolio Data Center. |
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:
- Errors
- Field groups
- Policies
- Validations
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