Configure personal links
"Infront Advisory Solution consulting process" module or "People management" module
Persons can be linked to owners, interested parties, portfolios, securities accounts and accounts.
The links are structured hierarchically, i.e. persons linked to holders are also indirectly linked to all portfolios of this holder and so on.
You manage the person links of the depot objects in the "Configure person links" dialog box, which you open via the respective context menu of the object in the Explorer.
For owners and interested parties, you can alternatively find the "People" mini-tab in their properties to manage the links.
Beispiel: Personenverknüpfungen für ein Portfolio konfigurieren
Proceed as follows to configure the person links for a portfolio:
- Switch to the portfolio in the Explorer.
- Select the command PORTFOLIO, CONFIGURE PERSONAL ASSIGNMENTS in the context menu of the portfolio in the Explorer.
- Make your configuration in the "Configure personal links" dialog box that appears.
- End the configuration with the "Close" button.
In the "Configure person links" dialog box, you can see all persons linked to this portfolio and the persons linked to the owner of the portfolio in the list. You will also find the following elements in detail:
| Element | Description |
|---|---|
| Icon "Create new person link" Select this icon to create a new person link for this portfolio . For details of the "Personal link properties" dialog box that appears, read the section Personal link properties. |
| Icon "Edit selected person link" Select this icon to edit the person link selected in the list. Double-clicking on the entry also opens the "Personal link properties" dialog box. You can edit all person links visible in the dialog box, e.g. also the links of an owner, even though you have accessed the dialog box via the context menu of the portfolio. For details of the "Personal link properties" dialog box that appears, read the section Personal link properties. |
| Icon "Delete personal link" Select this icon to delete the person link selected in the list. |
Last name" column | The surname of the linked person from the person properties. |
First name" column | The first name of the linked person from the person properties. |
Link type" column | The link type of this person link:
|
Level" column | The level of the link:
For interested parties, only the "Interested party" level is possible and therefore visible; for accounts, the levels above it - i.e. "Account", "Portfolio" and "Owner" - are also visible, etc. |
| Postbox export" column | If you have licensed a postbox (internal and/or external postbox) and have also activated the uploading of documents to a postbox in the person properties, you can see in this column (which cannot be edited here) whether the postbox upload is currently activated for this person link. |
Close" button | Select this button to close the "Configure personal links" dialog box and save the configuration. |
Information on uploading documents from these persons to the mailbox
- When uploading documents, the levels of links to the depot objects selected here are taken into account.
- For example, a person who is only linked to one depot can only upload documents to their mailbox that also have the depot as a reference object. A person linked to a holder sees all the holder's documents as well as all the documents for their portfolios, custody accounts or accounts, etc.
Information on cross-zone personal links
- The visibility of holders with linked persons (ownership or authorization) is independent of the zone assignment of the linked persons - if the logged-in user/advisor has authorization for the holder's zone, they can see the holder even if a linked person is in a zone for which the user has no authorization.
- If an owner is visible to the user, the user can also see all linked persons (regardless of which zone the person is in) and remove the link if necessary.
- However, the person properties of such now visible persons cannot be viewed or edited without rights to the person's zone, nor can the person be linked to other objects without authorization.
In the"Customer account monitoring" report, users of Postbox and/or can find an overview of the links.