Difference between revisions of "Online Account Access Rules Maintenance"

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=='''Overview of NA81UPD'''==
 
=='''Overview of NA81UPD'''==
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The Online Account Access Rules Maintenance screen lets you establish the default access level for the account types that are viewable via the Online CEF program.
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* From the DDI Connect main menu, double-click Name/Address System
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* Double-click Setup
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* Double-click Online Account Access Maintenance. You will see a screen similar to this one:
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[[File:Online Access 1.png]]
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===Adding a New Rule===
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To add a new rule, click the Add button on the toolbar. The fields will be activated for entry:
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[[File:Online Access 2.png]]
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The following fields are available on this screen:
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{| class="wikitable"
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|-
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! '''Field''' !! '''Description'''
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|-
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| '''Description''' || Enter a brief description of the rule
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|-
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| '''Account type''' || Click the drop down arrow to select the account type.
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|-
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| '''Ownership code''' || Example
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|-
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| '''Access Level''' || Example
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|-
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| '''Legally defined''' || Example
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|}
  
  

Revision as of 17:16, 27 June 2012


Overview of NA81UPD

The Online Account Access Rules Maintenance screen lets you establish the default access level for the account types that are viewable via the Online CEF program.


  • From the DDI Connect main menu, double-click Name/Address System
  • Double-click Setup
  • Double-click Online Account Access Maintenance. You will see a screen similar to this one:


Online Access 1.png


Adding a New Rule

To add a new rule, click the Add button on the toolbar. The fields will be activated for entry:


Online Access 2.png


The following fields are available on this screen:


Field Description
Description Enter a brief description of the rule
Account type Click the drop down arrow to select the account type.
Ownership code Example
Access Level Example
Legally defined Example
Retrieved from "https://wiki.ddi.org/ddiconnect/index.php?title=Online_Account_Access_Rules_Maintenance&oldid=6860"