Set Up Portfolio Data Center Users

Eagle's User Administration allows you to manage access permissions and settings for all users of Portfolio Data Center.

To access User Administration:

1. From any Eagle window, click the Eagle Navigator button.

2. Enter user administration in the Start Search text box and click the User Administration link. Or, click All Programs and select User Administration.
   You see the User Administration workspace. The workspace is the area of the User Administration window where data is displayed and edited.

3. Click Users.
   You see the list of all available users.

To add a new user with Portfolio Data Center roles:

1. From the User Administration workspace, click Users in the left navigation.
   You see the list of all available users.

2. On the Home tab, click Create New drop down and select Create New User.
   You see the Add New wizard, with the Account page displayed.

3. Enter the user ID and full name for the new user, complete the appropriate account options, as required and click Next.
   Note: You can click Save at any time and return later to resume the process of adding this user.
   You see the Contact Details page.

4. Enter the necessary contact details of the user and click Next.
   You see the Authentication page.

5. Enter the appropriate authentication details for LDAP and password options, as needed and click Next.
   You see the Functional Access page.

6. Enter the appropriate user access options:
   –  Select the Centers tab, click the Portfolio Data Center drop down in the left pane, and select the appropriate PDC role and assign permissions for the new user. Available default options include:
   

   • PDC Admin Role. Provides full permissions for the Setup and Portfolio Desk areas of the Portfolio Data Center.

   • PDC Manager Role. Provides nearly full permissions for the Setup and Portfolio Desk areas of the Portfolio Data Center and restricts the maintenance of system settings.

   • PDC Analyst Role. Provides analyst specific permissions for the Setup and Portfolio Desk areas of the Portfolio Data Center and restricts the ability to authorize overrides.

   • PDC End User Role. Provides view-only permissions for the Setup and Portfolio Desk areas of the Portfolio Data Center and restricts maintenance of entity reference data.
     By default, based on the selected role, the permissions are enabled in the right hand pane. You can also assign/remove the permissions for the roles as required.

   – Select the Roles tab and select the required PACE role for the new user, which provides access to the Eagle data warehouse as well as reporting permissions for the Eagle Portal, General Reporting, and Eagle Performance modules.   

7. Click Next.
   You see the Data Access page.

8. Click the Business Group drop down and select the appropriate group for access to Portfolio Data Center data.

9. Click the Report Profile Group drop down and select the appropriate group for access the report profile.

10. Click the Report Viewer Group drop down and select the appropriate group for access to reports.

11. Click Save to save the new user.
    Otherwise click Back to view/edit the previous dialog box.
    You see the refreshed list of all available users, including details about the Portfolio Data Center user you added. The user can now access the system.