The Create Administrators menu option allows System Administrators to promote users to Group Administrator or Compliance Officer status. Review Note: I am able to set the following: Customer Service Group Administrator Compliance Officer Group Prinicipal Delegate Web Service User Confirm whether this is new functionality, or related to permission levels of the user within the system
- To promote a user, select Create from the Administrators section of the navigation menu on the left side of the page.
- When the search screen appears, use the Search For and Search fields to locate the user account. SDX supports the use of the asterisk (*) as a wildcard character with a partial email address, name, or email alias to find the user.
- A list of user accounts matching the search criteria displays. Select the account link for the user you wish to promote to Group Administrator or Compliance Officer.
- On the User Information screen, check one of the radio options to give the user either Group Administrator or Compliance Officer rights.
- Click the Save icon in the toolbar.
- A pop-up screen confirms that the role has been set. Click OK. You are then returned to the list of Users available for selection. Note that if you are promoting a Wolters Kluwer Financial Services' user to a system administrator role, you can do so at this time by selecting the System Administrator radio option and clicking the Save icon.
