Finansia Portal

• Create RM account. Need to have limit access. Like operator but cannot approve
  • need to be able to see the customer investor type
  • add customer investor type to enquiry
  • need to be able to update customer transaction
  • export option to excel
  • create transaction, add option to upload excel to automate the filling of the data process.
  • can edit information like transaction.
  • able to upload slip

Perms related¶

• Add role as a operator
• Add group for create perms only
• create transaction
• Inquiry have ICO, Individual and transaction