Accessing the portal

On accessing the portal, you are prompted to log in. Enter your credentials on the login page.

The portal implements role-based access control, meaning that the role you have determines the range of portal functionalities available to you. Currently, the following roles exist:

• portaladmin: has full access to all portal functionalities

• portaluser: has limited access to portal functionalities

The following table lists all available functionalities, the navigation paths where you can access them, and the relevant roles permissions.

Functionality	Navigation path	portaladmin	portaluser
View settlement window details	Settlement > Settlement Windows	✓	✓
Close settlement windows	Settlement > Settlement Windows	✓	✓
Settle settlement windows	Settlement > Settlement Windows	✓	✓
Finalize settlement	Settlement > Settlement Windows	✓	✓
View settlement details	Settlement > Settlements	✓	✓
View DFSP financial details	Participants > DFSP Financial Positions	✓	✓
Disable and re-enable transactions for a DFSP	Participants > DFSP Financial Positions	✓	✓
Record deposits to or withdrawals from DFSPs' liquidity accounts	Participants > DFSP Financial Positions	✓	✓
Update a DFSP’s Net Debit Cap	Participants > DFSP Financial Positions	✓	x
Search for transfer data	Transfers > Find Transfers	✓	✓