Managing financial operators

From the Users menu, select the Financial operators sub-menu.

To view the details of an operator or to modify it, click the corresponding link in the Operator column.

To create a financial operator, click the New operator button, or select Add operator from the Users menu.

You must then select an entity to associate with the operator by selecting the corresponding option from the Entity drop-down list, and enter a name in the Operator code field.

In the Information tab, complete the Account and Profile fields to define the operator login information.

The Parameters and Address tabs allow you to refine this setup.