Portal Permission
Overview
The Portal Permission page is accessed via the FreeBalance Accountability Suite. This entity contains all the available functions for each user. Include just the allowed functions for a specific user. All these user roles must be configured in the Admin Module under the User Options in the FreeBalance platform.
Navigation 
The Portal Permission screen includes the following fields:
| Report Fields | Description |
| ID | This is a unique Identifier |
| Active | Active Status - if checked, Portal Permission is available |
| Has Read | If checked, the User can perform read/view actions |
| Has Insert | If checked,the User can perform insert transactions |
| Has Update | If checked, the User can perform update/modify transactions |
| Has Delete | If checked, the User can perform delete transactions |
| Language | Language used |
| Description | Detailed description of the Portal Permission |
Create a Portal Permission
To Create a Portal Permission that refers to a user’s specified level of access rights to the system functionality, follow the steps below
Navigation 
By default, you will be in Search Mode.
- Click on New icon
(you will then be in Insert Mode). - Enter the new Portal Permission information. Fields with an asterisk
are mandatory fields. - Enter the ID (numeric value), select the Language, and enter a brief Description of the Portal Permission being created.
- Active: If false, this cannot be selected in new transactions.
Select the Scope from the drop-down menu.
Select the Source from the drop-down menu
Has Read: If false, this cannot be selected in new transaction.
Has Insert: If false, this cannot be selected in new transaction.
Has Update: If false, this cannot be selected in new transaction.
Has Delete: If false, this cannot be selected in new transaction.
Click on Save and Return icon
in order to save individual features or Save and Propagate Changes icon in order to save parent and child access rights. The Function window will close.
Click on Save icon 
at the bottom of the screen to save your new Portal Permission.
A window will appear to confirm your Portal Permission has been created.
Modify a Portal Permission
The Portal Permission window allows a system administrator or other authorized user, to define Portal Permission. To MODIFY a Portal Permission, follow the steps below:
Navigation 
To MODIFY a Portal Permission, follow the steps below:
By default, you will be in Search Mode.
- Enter the information to be used as retrieval criteria in the appropriate field(s).
If you prefer to see the list of all Portal Permission, leave all fields blank. - Click on the Find icon
. The list of Portal Permission the retrieval criteria will appear. - Click on the Portal Permission you want to modify.
You will then be in Update/Delete Mode. - Make the necessary modification(s).
- Click on the Update icon
at the bottom of the screen to save your modifications. A window will appear to confirm the modification. Click OK to confirm.
