Overview
Portal Permission contains all the available functions for each user. Include just the allowed functions for a specific user. User roles must be configured in the Admin Module under the User Options in the FreeBalance platform.
Navigation
Admin ►System Security ► Portals ► Permissions
Portal Permission screen Fields
| Fields | Description |
| Id | This is a unique Identifier. It is system generated. |
| Active | Active Status - if checked, Portal Permission is available |
| Source | It defines the source to the portal. |
| Has Read | If checked, the User can perform read/view actions. |
| Has Insert | If checked, the User can perform insert transactions. |
| Has Update | If checked, the User can perform update/modify transactions. |
| Has Delete | If checked, the User can perform delete transactions. |
| Description | Description of the Portal Permission. |
Overview
This entity contains all the information about the registered users in the FreeBalance Portals. Portal user screen specifies the user with defined scope with restriction and granting of permission as configured in portal permission.
Navigation
Admin ► System Security ► Portals ► Users
Portal User screen Fields
| Fields | Descriptions |
| User | Unique identification code of the User. User to whom access to the portal is to be granted is to be selected in this field. |
| Scope Restriction | Restriction based on the scope of User is selected from the drop-down box. |
| Permission | Portal permission to be granted to the portal user is to be added from here. |