Portal Versions

The portal versions are lightweight versions of the Fairways Debt platform, restricting the standard user access to some actions of the applications.

Note: Only account administrators can manage portal versions.

 

Prerequisites

 

Navigate to the Account Administration
  1. Log in to your Fairways Debt account, e.g. https://login.financeactive.com/eu.
  2. Select a customer account.
  3. Click Applications > Account Administration.

 

Enable/Disable a Portal Version
  1. Select an organization.
  2. Navigate to Administration > Organization Settings > Characteristics.
  3. Click to enable/disable the portal versions:
    1. Yes: The portal version is enabled and the restrictions apply to standard users on that organization.
    2. No: The portal version is disabled.

Action

Standard Portal Version

Advanced Portal Version

Create transactions in the portfolio

Create reports

Create market scenarios

Create compliance policies

Configure the dashboard

Administration_OrganizationSetting_EN.png

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