Documentation
for developers and administrators
Home
APIs
Processing
Billing
Management
Webhooks
Manuals
Terminology
User Guides
User Interface Reference
How-To Tutorials
Lessons
Data Dictionaries
UniCore
UniCharge
UniBill
Build
Properties Definition
Resources (Directory Structure)
Zip and Country Codes
Development
Log Files
Permissions
JNDI Names
Job Queues
Reference Materials
Supported Providers (Banks & Networks)
UniPay Codes & Code Mappings
Integrated 3rd Party Libraries
Diagrams and Documents
Entire website
This section only
Home
>
Manuals
>
Tutorials
>
How to attach portfolio to a user
Version:
V4.2
Added on:
08/26/15
Difficulty:
Time:
15 min
Category:
Quick Guides
Prerequisite Tutorials
Name
Added On
Difficulty
Time Required
Description
Creating a new user
09/01/15
30 mins
You will learn how to create a new user using
User perspective
.
Useful Terms
Portfolio perspective
How to attach portfolio to a user
Are you ready?
In this tutorial you will learn how to attach a portfolio to a particular user.
We will use the following parameters:
User:
John Smith
Portfolio:
My First Portfolio
Log in to the system using your Username and Password and switch to the Management => User Perspective.
Note: To learn how to log in and select perspectives, use the prerequisite tutorial
Logging in and navigating the application
.
Click
Portfolio
button in the top left section of the screen.
Locate
Portfolios List
groupbox
Click
Add
button
Locate
Portfolio Search
groupbox
Locate
Find
button
Select
My First Portfolio
from the list.
screenshot
Click
Apply
button
Congratulations, you are done!
You have learned how to attach a portfolio to a user and now can do it by yourself.
Tags
User Perspective
Portfolio
View all available tutorials