1. Remove Edit Rights for a specific employee/Sub broker - We have added a new “Remove Edit Rights“ feature while creating a user. Selecting this option will disable edits to Client master and Folio lookup for that system user.
Follow the below steps
While creating a new user
A) Settings >> User Settings
B) Click on Create User
C) Find Remove Edit Rights checkbox at the bottom
Editing an existing user
A) Select the user type for which you want to remove Edit rights
B) Select the user for which you want to perform the Edit action
C) Find Remove Edit Rights checkbox at the bottom
By default Remove Edit Rights checkbox will be unselected. Once you select the check box, the following areas will be impacted.
1) Clients Menu
A) The Edit Profile from Actions on the right will be removed.
B) The check box on the left will be removed so no bulk action can be performed.
C) Edit Profile and Family members buttons from the Client summary profile pop-up will be removed.
D) Edit Profile button will be removed from the Client Profile.
E) Inline table editing on Email id and mobile no column will be removed.
2) Folio Lookup Menu
A) The checkbox on the left will be removed
B) Inline table editing of IIN, UCC, and CAN will be removed.
2. Folio Lookup and My Folios - We have added an additional column Folio type in Folio Lookup and My Folios menu.
3. Create IIN in NSE - As per the new SEBI regulation we have implemented the following changes for joint and nominee declaration from our end.
A) We will be sending nominee opted details to NSE based on the nominee details entered. If entered then we will send NOMINEE OPTED as Y and if not entered then we will send it as N
B) Nominee authentication will be sent via email to each holder. We have added email and mobile declarations with contact details. These fields are mandatory if the holding nature is Joint and Anyone or Survivor.
Saurabh Singh
1. Remove Edit Rights for a specific employee/Sub broker - We have added a new “Remove Edit Rights“ feature while creating a user. Selecting this option will disable edits to Client master and Folio lookup for that system user.
Follow the below steps
While creating a new user
A) Settings >> User Settings
B) Click on Create User
C) Find Remove Edit Rights checkbox at the bottom
Editing an existing user
A) Select the user type for which you want to remove Edit rights
B) Select the user for which you want to perform the Edit action
C) Find Remove Edit Rights checkbox at the bottom
By default Remove Edit Rights checkbox will be unselected. Once you select the check box, the following areas will be impacted.
1) Clients Menu
A) The Edit Profile from Actions on the right will be removed.
B) The check box on the left will be removed so no bulk action can be performed.
C) Edit Profile and Family members buttons from the Client summary profile pop-up will be removed.
D) Edit Profile button will be removed from the Client Profile.
E) Inline table editing on Email id and mobile no column will be removed.
2) Folio Lookup Menu
A) The checkbox on the left will be removed
B) Inline table editing of IIN, UCC, and CAN will be removed.
2. Folio Lookup and My Folios - We have added an additional column Folio type in Folio Lookup and My Folios menu.
3. Create IIN in NSE - As per the new SEBI regulation we have implemented the following changes for joint and nominee declaration from our end.
A) We will be sending nominee opted details to NSE based on the nominee details entered. If entered then we will send NOMINEE OPTED as Y and if not entered then we will send it as N
B) Nominee authentication will be sent via email to each holder. We have added email and mobile declarations with contact details. These fields are mandatory if the holding nature is Joint and Anyone or Survivor.