User Maintenance - old vs. new LOTS
When setting up or amending a User you can select exactly what roles you want them to have.
The Roles available have been expanded in new LOTS to give you more control over who can do what, and to make it easier to reflect your company structure in your LOTS set-up. Below is a list of the User Role(s) available in new LOTS, together with the corresponding role in old LOTS. N/A indicates a completely new role that has been introduced.
|
Product/Module |
Old LOTS Roles |
New LOTS Roles |
|---|---|---|
|
Product/Module Audit |
Old LOTS Roles Audit |
New LOTS Roles Secure Email - Contact Helpdesk |
|
Product/Module Business Request |
Old LOTS Roles Business Requests User |
New LOTS Roles Collaboration |
|
Product/Module Collaboration Suite |
Old LOTS Roles Collaboration Internal |
New LOTS Roles Collaboration - Company Task |
|
Product/Module |
Old LOTS Roles Collaboration To Bank |
New LOTS Roles Collaboration - Bank Task |
|
Product/Module |
Old LOTS Roles Collaboration To Counterparty |
New LOTS Roles Collaboration - Counterparty Notification |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Collaboration - Counterparty Task |
|
Product/Module Administration - User and Jurisidiction Maintenance |
Old LOTS Roles Customer Admin |
New LOTS Roles User Authentication - Checker |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles User Authentication - Maker |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles User Maintenance - Checker |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles User Maintenance - Maker |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Customer User Maintenance Add - Maker |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Customer User Maintenance Delete - Maker |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Jurisdiction Maintenance - Checker |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Jurisdiction Maintenance - Maker |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Roles Maintenance - Checker |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Roles Maintenance - Maker |
|
Product/Module Data Maintenance |
Old LOTS Roles Data Admin User |
New LOTS Roles Data Maintenance - Cash |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Data Maintenance - Trade |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Static Data Maintenance |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Static Phrase Maintenance |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Dynamic Phrase Maintenance |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Static Data Maintenance - Popup |
|
Product/Module Entity Maintenance - Read Only |
Old LOTS Roles Entity Admin |
New LOTS Roles Customer - Customer Entity Maintenance - Checker |
|
Product/Module Calendar, Calendar Events, Add Event |
Old LOTS Roles Event Admin |
New LOTS Roles Calendar - Event Maintenance |
|
Product/Module |
Old LOTS Roles Event Milestones |
New LOTS Roles Calendar - Milestones |
|
Product/Module Export Collection |
Old LOTS Roles Export DC Maintenance |
New LOTS Roles Trade - Export Collection Maintenance |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Set Reference Export Collection |
|
Product/Module |
Old LOTS Roles Export DC User |
New LOTS Roles Trade - Export Collection - Direct Bank |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Export Collection - Regular |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Export Collection - Sender |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Export Collection - Verifier |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Export Collection Read Only |
|
Product/Module Export LC |
Old LOTS Roles Export LC Maintenance |
New LOTS Roles Trade - Export Letter of Credit Maintenance |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Set Reference Export Letter of Credit |
|
Product/Module |
Old LOTS Roles Export LC User |
New LOTS Roles Trade - Export Letter of Credit |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Export Letter of Credit - Sender |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Export Letter of Credit - Verifier |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Export Letter of Credit Read Only |
|
Product/Module Import Collection |
Old LOTS Roles Guarantee Maintenance |
New LOTS Roles Trade - Banker's Guarantee Maintenance |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Set Reference Banker's Guarantee |
|
Product/Module |
Old LOTS Roles Guarantee User |
New LOTS Roles Trade - Banker's Guarantee |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Banker's Guarantee - Sender |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Banker's Guarantee - Verifier |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Banker's Guarantee Read Only |
|
Product/Module Import Collection |
Old LOTS Roles Import DC Maintenance |
New LOTS Roles Trade - Import Collection Maintenance |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Set Reference Import Collection |
|
Product/Module |
Old LOTS Roles Import DC User |
New LOTS Roles Trade - Import Collection |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Import Collection - Sender |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Import Collection - Verifier |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Import Collection Read Only |
|
Product/Module Import LC |
Old LOTS Roles Import LC Maintenance |
New LOTS Roles Trade - Import Letter of Credit Maintenance |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Set Reference Import Letter of Credit |
|
Product/Module |
Old LOTS Roles Import LC User |
New LOTS Roles Trade - Import Letter of Credit |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Import Letter of Credit - Clean LC |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Import Letter of Credit - Sender |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Import Letter of Credit - Verifier |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Import Letter of Credit Read Only |
|
Product/Module Issued Standby LC |
Old LOTS Roles Issued Standby LC Maintenance |
New LOTS Roles Trade - Issued Standby LC Maintenance |
|
Product/Module |
Old LOTS Roles
|
New LOTS Roles Set Reference Issued Standby LC |
|
Product/Module |
Old LOTS Roles Issued Standby LC User |
New LOTS Roles Trade - Import Standby Letter of Credit - Sender |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Import Standby Letter of Credit - Verifier |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Issued Standby LC |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Issued Standby LC Read Only |
|
Product/Module Received Standby LC |
Old LOTS Roles Received Standby LC Maintenance |
New LOTS Roles Trade - Received Standby LC Maintenance |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Set Reference Received Standby LC |
|
Product/Module |
Old LOTS Roles Received Standby LC User |
New LOTS Roles Trade - Receive Standby Letter of Credit - Sender |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Receive Standby Letter of Credit - Verifier |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Received Standby LC |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Received Standby LC Read Only |
|
Product/Module Outstanding amount and Chart |
Old LOTS Roles Report Admin |
New LOTS Roles Report - Entity Add Update |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Report Designer Maintenance |
|
Product/Module |
Old LOTS Roles Report User |
New LOTS Roles Report Designer |
|
Product/Module Alert Maintenance |
Old LOTS Roles N/A |
New LOTS Roles Alert Maintenance |
|
Product/Module Message Centre |
Old LOTS Roles N/A |
New LOTS Roles Message Centre |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Batch Operation |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Batch Submission |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Remote Authorisation |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Batch Print |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Me to Authorise List |
|
Product/Module Exchange Rate |
Old LOTS Roles N/A |
New LOTS Roles Exchange Rate |
|
Product/Module Homepage - Internal News Portlet |
Old LOTS Roles N/A |
New LOTS Roles Homepage - Internal News Portlet |
|
Product/Module Shortcuts |
Old LOTS Roles N/A |
New LOTS Roles Shortcuts |
|
Product/Module Banker's Guarantee Received |
Old LOTS Roles N/A |
New LOTS Roles Trade - Received Banker's Guarantee Maintenance |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Set Reference Received Banker's Guarantee |
|
Product/Module |
Old LOTS Roles N/A |
New LOTS Roles Trade - Received Banker's Guarantee |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Received Banker's Guarantee - Send |
|
Product/Module |
Old LOTS Roles |
New LOTS Roles Trade - Received Banker's Guarantee - Verifier |
|
Product/Module |
Old LOTS Roles N/A |
New LOTS Roles Trade - Received Banker's Guarantee Read Only |
Lending is subject to status.