BFS Version: 2.X
To create a user from the backoffice interface navigate to the dashboard and click on the add user icon or use the menu User Management.
...
Next is the basic information for the user and if your instance of Bricknode Financial System Broker is enabled for address lookup you can use this function for supported countries. If the lookup is supported for the selected country the button will be enabled.
Depending on whether you register a business or person (female or male) you will recieve receive different fields in User information.
...
External Reference
If you are working with external systems this is an important part. Here you can enter a text string representing for example the id of the legal entity in a separate system like a CRM.
...
Settings
The settings section can include a number of items depending on the entitlements of your specific instance of Bricknode Financial Systems. By default these items are:
...
BirthDate: enter DD/MM/YYYY
Country: which TRS country the person belongs to. If the person doesn't belong to a TRS country, XX should be used.
Type: Is prefilled, The id type for TRS reporting regarding natural persons. Can be either NID, PASSPORT or CONCAT. For Companies: LEI
Id: The TRS identification code that should be used for natural persons when performing TRS2 reporting
Manual Handling: if you want to review transactions before sending the TRS file to FI.
Mifid ok: All information is available to comply with the MiFID regulations to trade.
For Company
LEI:
Manual Handling: if you want to review transactions before sending the TRS file to FI.
Mifid ok: All information is available to comply with the MiFID regulations to trade.
Settings
Under System Data > System Settings can you specifiy which settings should be default in this ticket.
Is Approved
By enabling this setting the user can immediately log on to the system.
Tax Payer
If enabled the user will be included in tax reporting for the relevant country if taxable transactions are being conducted.
Proffesional
Send welcome mail
If enabled an e-mail will be sent to the user containing the pre-defined welcome e-mail template.
...
-Fund Entity
-Fund Company
-Insurance Company
-Insurance Product Supplier (only applies if you have the insurance module in BFS) Issuer
-Counterparty
It is still aslo possible to register this afterwards in the detail page of the User.
...