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User Permissions

This article describes the different permissions that users can have in GEN

GENERAL

Platform Administration

  • Manage users: manage users and teams

  • Manage platform settings: manage company preferences and static data

CONFIRMATION

Confirmation matching

  • View confirmation matching: view Confirmation documents
  • View and manage confirmation matching: manage the lifecycle of confirmation documents (such as accept, dispute)

PDF editor

  • View and manage confirmation PDF templates: create and publish PDF templates

SETTLEMENT

Settlement matching

  • View settlement matching: view Confirmation documents
  • View and manage settlement matching: manage the lifecycle of settlement documents (such as accept, dispute)

PDF editor

  • View and manage settlement PDF templates: create and publish PDF templates

REMIT

  • View REMIT reportings: view document details

  • View and manage REMIT reportings: manage the document lifecycle

EMIR

  • View EMIR reportings: view document details

  • View and manage EMIR reportings: manage the document lifecycle