Bank Department Showcase
We have a following preconditions:
4 members and 4 Portfolios:
- Finmars Admin Member
- Head of Private Banking Member
- Asset Manager Group A
- Asset Manager Group B
So, in the end Idea is that Head of Private Banking all 4 portfolios
Asset Manager Group A see only portfolios in Resource Group A
Asset Manager Group B see only portfolios in Resource Group B
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...