About Settings

Set parameters in IDMS. Some tasks are for system administrators only. In settings, you can determine whether a field is required or what the layout of a page in IDMS should look like. You can manage the users, security, and channels, among other tasks.

In the left navigation pane, click the Settings icon .

Menu options in the drop-down list include:

• Institution
• Users
• Channels
• Portfolios
• Queue Manager
• Queue Layouts
• Flags
• Communication Templates
• Dealer Profile - view dealer details such as funding sources, banks of deposit, and trade references.