About the User Settings Explorer
The User Settings Explorer allows you to configure Portal options.
To access the User Settings Explorer:
From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Portal Administration in the Start Search text box.
Click the Portal Administration (Reporting Center) link to access Portal Administration.
You see the Portal Administration window.Click Yes in the Do you see the Eagle logo here? dialog box.
You see the Portal Query Explorer window as the default.Click the Portal Query Explorer drop down menu and select User Settings Explorer.
You see the User Settings Explorer window.Complete the options on the User Settings Explorer window as described in the following table:
Option | Description |
|---|---|
Add | Allows you to add user settings, such as date rules, report profiles, security lookup filters, restricted, dashboard parts. All user settings are applied to the user identified in the Current User link. |
Edit | Allows you to modify user settings. |
Remove | Allows you to remove user settings |
Move Up/Move Down | Allows you to change the order in which options are displayed. |
Current User | By default, Default User is selected as Current User. If you click the Current User: Default link, you see a pop-up window, allowing you to configure this for users or business groups. |
Resubmission/Inbox | Allows you to set up reports so your Portal users can run them from Portal on a one time or scheduled basis. Options include:
|
Security Master | Allows you to configure security master data. Options include:
|
Codes | Allows you to restrict which code values are available in the Inbox categories and on Trades/Cash activity type reports for the transaction type filters. This applies only if you are using a pre-V11.0 version of Portal. This does not apply to version V11.0 or later since those versions have their own filter functionality. |
Dashboard | Allows you to configure dashboard views and settings with an entity filter. |
User Management | Allows you to enable user impersonation. This feature enables you to impersonate users who are logged into the Eagle Portal to troubleshoot their issues without requiring a password. |
Portal Layout | Allows you to override the Eagle Portal default home page and the default page settings. Displays the default portfolio for all users. Also displays the Eagle Portal internal queries. |
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