Manage access persons list

Add users who have access to non-public information regarding the trade of securities of your organization.

Before you begin

Role required: sn_lg_stock_cp.stock_config

Procedure

1. Navigate to All > Legal Administration > Stock Preclearance Admin > Access Persons.
2. To add a user to the access persons list,
   1. Click Add Users.
   2. In the Add User dialog box, select users from the list to add as access persons.
      The list shows only active users from the Users [sys_user] table.
   1. Scroll down to the Actions on selected rows menu and choose Add Users to Access List.
      The selected users are added to the Access Persons list.
3. To modify a user's information in the Access Persons list,
   1. Click the preview icon () and click Open Record.
   2. On the form, update the fields.

      Table 1. Access Persons form

      Field	Description
      User	Name of the user.
      Entry date	Date on which the user was added to the access persons list. This field is not available for modification.
      Exit date	Date the user is automatically removed from the access persons list.
      Sec 16 officer	Option for marking the user as a Section 16 officer.

   3. Click Update.