The Portal Administrator manages your institution’s users access to the Central Bank of Ireland Portal. There are a few tasks you should do when assigned this role.
Firstly you should review your responsibilities as a Portal Administrator.
Next set up your permissions. When you are first linked to an institution in the Portal Administrator role, you will be assigned certain permissions automatically:
- General permissions which all users have.
- Institution Administrator permission. This allows you to manage all permissions for other users linked to your institution. Do not uncheck this box.
- Ability to run Portal Administrator Audit Reports.
- Access to all of your institution’s returns.
All other permissions need to be explicitly added to your profile. For example:
- To add/remove and reactivate users you will need to explicitly grant yourself the permissions to do so. To add permissions to your account you will need to access the Portal Administration page. From here you must find your username, click ‘actions’ and the select ‘manage permissions’ from the drop down menu.
Note: You don’t need to give yourself “Manage Access” permissions since these are inherent in your role as a Portal Administrator (unlike Business Administrators, who need to be given “Manage Access” permissions explicitly).
- To complete Request Changes you will need to give yourself "Add" permissions for the relevant Request Changes.
- Before you can send or receive messages you will need to permission yourself. Additionally, to view messages sent or received by other Portal Users, you will need to permission yourself to view Messages at an Institution level.
For more details see What are the different permission groups and permissions available to Portal users? and How do Administrators on the Portal manage a Portal User’s Permissions?.
Now you're ready to set up and permission other portal users on your institution's profile. This might include: