Settings - Getting Started

Articles

Unipass Certificate
Associating your Unipass will allow you to sign in to the suite (without your username and password) and is often mandated for some providers when using Contract enquiry. For the Unipass Certificate you will see the following screens when this opti...
Understanding Icons
There are also a number of symbols which dictate different actions you are allowed to carry out within the software:  Lock symbol – to stop a particular piece of information changing unless you have the correct permissions to unlock the...
Organisation Structure
When accessing Setup , you will be shown the Organisation Structure screen. When an item within the Organisation column is clicked in the middle of the screen, the right hand side menu will show all the users logins, licences and roles assigned u...
Parent/Child Organisation Structure
An administrator can control what the child organisation can do in a number of areas, this supersedes the abilities of their role. An administrator can control the following; The number of licences given to a child organisation Whether a child or...
Fund Universe
From here you can have a ‘read only’ view of whether you have a restricted list of funds within the software. If this is set to ‘inclusion’ mode, the funds on screen will be the only funds available for you to use in the app...
Portfolio Builder
You must have a separate Portfolio Builder licence in order to use this part of the software. You can build and store different portfolios within the software and these can be shared with other members of your organisation. If you view a portfolio t...
Licencing
Administrator licence holders have been given a number of licences to give to users at the organisation by your parent organisation. There are several licence types that control which parts of the system and which applications particular users hav...
Modeller Journey Settings
Now that you have setup the permissions and created the portfolios/fund panels the user can now select Modeller Journey Settings from the drop down menu on the Settings tab: The user will see the screen below which will allow selection...
Knowledgebase
You have the availability of the Help  button, as shown in the screen below: There are three options in the drop down menu: About  has links to various sites including Capita Financial Software and Financial Express. Te...
Help and Support
The administrator has the availability of the Help  button, as shown in the screen below: There are 3 options in the drop down menu: About  has links to various sites including Synaptic Software Limited and Financial Exp...