First steps
Infront Portfolio Manager has its own user administration, which is independent of the user administration of the operating system.
When starting the Infront Portfolio Manager, the login dialog for entering the user name and password appears. The delivered standard database contains the predefined user "DEMO", with which you can log in to your Infront Portfolio Manager (initially without a password).
Hinweise
- The capitalization of the user name is irrelevant and is therefore not checked. Any assigned password, on the other hand, must be entered using upper and lower case letters.
- Each user can modify their password via the Infront Portfolio Manager ribbon. To do this, select the Change password command on the "Configuration" tab.
The "DEMO" user may be useful for the first steps in the program, but you should set up a user administration that is suitable for your individual requirements as early as possible. In the following sections you will learn everything you need to know about the many possibilities of the user administration integrated in your Infront Portfolio Manager.
User administration when using the Infront Advisory Solution
| The users of the Infront Advisory Solution correspond to the users of the Infront Portfolio Manager and therefore log in to both products with the same user name and password. The users are managed in the user administration of the Infront Portfolio Manager. |
