Difference between revisions of "Online Account Access Rules Maintenance"
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| '''Description''' || Enter a brief description of the rule | | '''Description''' || Enter a brief description of the rule | ||
|- | |- | ||
− | | '''Account type''' || Click the drop down arrow to select the account type. | + | | '''Account type''' || Click the drop down arrow to select the account type. The account types are managed within the [[NA Online Account Type Codes|NA Online Account Types]] code set |
|- | |- | ||
| '''Ownership code''' || Example | | '''Ownership code''' || Example |
Revision as of 17:17, 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:
Adding a New Rule
To add a new rule, click the Add button on the toolbar. The fields will be activated for entry:
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. The account types are managed within the NA Online Account Types code set |
Ownership code | Example |
Access Level | Example |
Legally defined | Example |