About the User Settings Explorer

Owned by Becky Weinberg (Unlicensed)
Last updated: Aug 03, 2023 by Pamela Totas (Deactivated)
2 min read

About the User Settings Explorer

The User Settings Explorer allows you to configure Portal options.

To access the User Settings Explorer:

  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.

    User Settings Explorer Window

  6. Complete the options on the User Settings Explorer window as described in the following table:

Option

Description

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:

  • Date Rules. Determines the date rules available for a given query report.

    • Report Profiles. Links report profiles to specific reports for resubmission from Portal.

Security Master

Allows you to configure security master data. Options include:

  • Security Lookup Filters. Defines the lookup options available in the Security Cross Reference and Trades Cross Reference queries.

  • Security Detail Fields. Determines the information that is displayed in the Security Details window in Portal.

  • Security History Source. Defines the financial security data sources using source rules.

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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