Online Account Access Rules Maintenance
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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 | Click the drop down arrow to select the access level to be assigned to this rule. Access levels are managed within the NA Online Account Access code set |
Legally defined | If this is selected, users will be unable to modify the rule if it is associated with a constituent |
When you have finished entering the information, click Save.
Editing an Existing Rule
To edit an existing rule, double-click it or click it once to highlight and then click the Edit button. The fields will activate for modification:
When you have finished making your changes, click Save to retain them.