Enabling Financial Quantification

March 27, 2023: “Manage Access” Settings menu renamed to “Access Control” in the SPM app.
May 24, 2022: Published.

⇤ Using Financial Quantification

Enable Financial Quantification for users from the Users tab in the Access Control page.

Only Admin and Group Admin can edit users. See editing users permissions.

Navigation Options

SPM App: [Gear Icon] Settings ➔ Access Control ➔ Users

Edit a Portfolio Manager or User (non-Admin and non-Group Admin) [ Options ➔ Edit].
Go to the Features tab.
Select your desired level of permissions:
- View only: View results.
- View and submit: View results and select companies for quantification.
- Deny Access: No access to Financial Quantification. This is the default permissions for Users and Portfolio Managers.