Permissions
IAM & Permissions
Configure member access to certain objects/actions in Finmars Platform
Bank Department Showcase
We have a following preconditions:4 members and 4 Portfolios:- Finmars Admin Member- Head of Priv...
Preconditions
Space with Demo Data Admin (is_admin) - member who configure permissions Head Of Private Ban...
Create Resource Groups
Go to Resource Group PagePress add new Resource Group In same manner add resource_group_b, or ...
Assign Portfolio to Resource Group
Go to Portfolios Open any Portfolio You should be able to see Resource Group Input (multiselect...
Create Resource Group Access Policy
Now is most interesting partGo to Access Policies Page Now add new Access Policy So, here we mu...
Verify Access for that User
Log in under user who has access only to Resource Group A So, we just able to see that Potfol...
Keywords
IAM - Identity and Access Management (IAM) User - user itself, when you sign up in FInmars, your ...
Abstract
Identity and Access Management (IAM) Here is short explanation of how we manage Users and their P...
How to create an Access Policy?
So, your client sends you this, what to do next?Here we see that there is no access to PortfolioH...