Manage Security Detail Fields

Manage Security Detail Fields

Security detail fields display security details information in the Eagle Portal.

To manage security detail fields:

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

2. Enter Portal Administration in the Start Search text box.

3. Click the Portal Administration (Reporting Center) link to access Portal Administration.
   You see the Portal Administration window.

4. Click Yes in the Do you see the Eagle logo here? dialog box.
   You see the Portal Query Explorer window as the default.

5. Click the Portal Query Explorer drop down menu and select User Settings Explorer.
   You see the User Settings Explorer window.

6. Under Security Master, click Security Detail Fields.

7. In Investment Types, select the investment type you want to configure with security detail fields. Different investment types can be configured to use a different set of security details.

8. In a blank field, click the ellipsis.
   You see the Field Selector dialog box

9. Double click a field.

10. Click Save.

11. To delete a security detail field, in Security Details Fields, select the details field you want to delete.

12. Click the Delete icon (X) in the same row.
    The selected field is deleted.

13. Click Save.
    The security detail field is removed from the Security Details window in the Eagle Portal.