Share Datafeed Option

 

For allowing access to Mapping/unmapping/remapping to all other users of the company, one(who has added the Datafeed/provider from his login) needs to enable the Share Datafeed option from TOOLS>Share Datafeed>Save.

 

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Once the user enables the Share Datafeed option from his login, all the other users will have access to the Datafeed.

 

NOTE 1: They will be able to map/unmap/remap the account codes from their logins as well.

 

NOTE 2: The Datafeed provider list can not be seen from other users' Datafeed code screen.

 

NOTE 3: For accessing the mapping for Investment Datafeed, all the other users need to select the All Datafeed option>Select the Group Adviser>Select the Platform/Adviser:

 

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NOTE 4: For accessing the mapping for Insurance Datafeed, all the other user need to select the All Insurance Option>Select the Group Adviser>Select the Platform/Adviser:

 

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