Barclays iPortal - Bespoke role profile video transcript
With Barclays iPortal you can create and assign a bespoke role profile to give your users the access they need in a fast and flexible way. It just takes a few clicks.
Bespoke role profiles allow you to assign or restrict access to certain accounts, grant different levels of authority and manage users’ access to functionality.
To create a new bespoke role profile
[Select “Administration” from the main menu and then select “Role profiles”. On the “Role profiles” page select the “New Role Profile” button.
- Complete the role profile details including a detailed description. You can then customise the available services. Select the functions you want to assign, in line with your existing workflow settings
- Assign legal entities & accounts. You can restrict or assign whole legal entities and turn specific accounts on or off. Any future accounts added to the legal entity will need to be manually added to the role profile
- Review the set up of your bespoke role profile and complete any approval requirements
You can now assign an individual or multiple users to your new role profile.
Filter or search for the role profile you want to assign to a user and assign users to the role profile. Review and submit the changes and complete any approval requirements. The role profile will now be assigned to the relevant users.
Bespoke role profiles. Fast and flexible access at your fingertips.
With Barclays iPortal everything just clicks.
For further information, visit Help & Forms on the Barclays iPortal home page.
