Barclays iPortal Trade and Working Capital: How Do I Admin Video transcript

With Barclays iPortal save time and maximise control through Barclays iPortal Trade and Working Capital it just takes a few clicks.

1. Assign a Trade and Working Capital Role Profile

Once an admin is set up on iPortal they can assign a Trade and Working Capital role profile to new and existing users [Select the “Administraion” link within the main navigation, then select “Users” link under the "Client Settings" heading in the sub-menu. On the "User list page selection "Add New User" button.]

Fill out the details to set up a new user. Assign the Trade and Working Capital role profile. Review and submit.
Already an iPortal user? Complete the remaining steps and authorise the changes or approve via another admin depending on client set-up. Assigned role profile users can now have view access Barclays Trade and

Working Capital.

2. Align correct Security Profile to User [Select the “Trade and Working Capital” link within the main navigation, then select “Trade Services” link in the sub-menu].

Amend user details and control security profiles with ease. [Select the “Reference Data” link within the main navigation of "Trade Services", then select “Users” link in the sub-menu]. Select the relevant user and assign security profiles using the dropdown menu.

Can’t see what you are looking for? Create new security role profile . [Select the “Reference Data” link within the main navigation of "Trade Services", then select “Security Profiles” link in the sub-menu]. Select your preferences, authorise the changes or approve via another admin depending on client set-up. Your new security profile can now be applied!

A speedy, self-serve solution giving you full control and visibility over your Trade and Working Capital admin.

With Barclays iPortal Everything just clicks.

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