Planit:Administration Guide Table of Contents
From Planipedia
Table of Contents
INTRODUCTION
ADMINISTRATION MENU
- Change Your Profile
- Change Your Password
- Favourite Products
- Preferred Portfolios
- Client Service Search
- Event Log Browser
- Supporting Documents
TABLE ADMINISTRATION
- Regulatory Types
- Lookup Parameters
- Country Specific Items
- Currency Exchange Rates
- Product Master
- Upload Returns
- Product Allocation
- Planipedia Help
- Default Models
SECURITY ADMINISTRATION
- Languages
- User Administration
- Security Levels
- Access Rights
- E-Learning Setup
- Document Levels
- Document Section Settings
- Branches
- Regions
SYSTEM ADMINISTRATION
- Task Scheduler
- Investment Defaults
- Database Content Updates
- Training Application
- System Labels
- Class Mapping
OTHER ADMINISTRATION ITEMS
- Table Administration
- Setting Model Portfolios
- Steps to create Mandate reports
- Uploading Product Pages
- Planit CSV Import Utility Setup Documentation
- Embedding and Branding Planit in an iFrame
- Password Administration
- Custom Branding
APPLICATION/SERVER ADMINISTRATION AND SETUP
