As an Asset Manager, you will receive access requests from clients who need to view your inventories in order to improve their portfolio look-through.
To manage received access requests, simply:
- Open your "Dissemination App"
- From your dashboard, click on "Access Requests"
- From this section, you may confirm or deny new access requests, revoke current accesses, or even reopen previously revoked accesses.
4. When you click on reply, the following page will open:
From this interface, you will be able to select:
- The scope to share: what part of the files do you want to give access to? (Full TPT, Exclude CQS or Light Inventory)
- Embargo delay: How long until the file is transferred?
Example: If you select 5 days of embargo, each period (monthly or quarterly depending on the frequency) the file will be disseminated after 5 business days if it has been uploaded to your organisation
Tip: You can accept or reject access requests in bulk by selecting the requests and clicking on "reply selected"
Note: This feature does not hold any legal contractual value between yourself and your client. The frequency, look-through level & delivery time only reflect the contractual agreement previously established between yourself and your Client.