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User Functionality Permissions

Functionality permissions for users can be managed from the Agent Management section.

To manage permission for an individual user, click Settings > Agents > AgentName > Agent Tab

to view all the Agent Logins and all Model Managers.

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For each user, either Agent Login or Model Manager, there are a number of functionality permissions that can be turned on or off via the checkboxes. The functionality enabled on each is outlines below.

DFM View

Enable Entity Level Switching: Allows switching on and off of roles at the entity level

View Model Change History: Provides access to see changes made to model portfolio

Show Team Membership Tab: Displays the team membership tab for users

DFM Update

Enable Entity Level Switching: Allows switching on and off of roles at the entity level

View Model Change History: Provides access to see changes made to model portfolio

Create Model: Allows creating new models within the system.

Adjust Model Weights: Allows changing weightings within model portfolios

Edit Model Attributes: Enables editing of model settings or attributes

Export Model: Allows exporting model data for external use

Assign Models to Teams: Grants permission to assign models to teams

DFM Submit

Enable Entity Level Switching: Allows switching on and off of roles at the entity level

View Model Change History: Provides access to see changes made to models.

Can Force Apply: Allows enforcing changes to the model even with constraints.

Suspend Model: Temporarily suspends the model from being used or modified.

Pause Model: Allows pausing model operations.

Rebalance Model: Enables the user to initiate a rebalance within the model portfolio.

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