P9 Portal Updates: New View-Only User Access Role

At Point Nine, we continuously strive to enhance our regulatory reporting and data processing solutions to provide financial institutions with maximum control, security, and operational efficiency.

We are pleased to announce the launch of a new feature within the P9 Portal: the View-Only User Access Role. This update gives our clients greater flexibility and granular control over user permissions across their organisations.

What is the View-Only Role in the P9 Portal?

The new View-Only role provides selected users with read-only visibility into the P9 Portal. Users assigned this role can review critical reporting and reconciliation data without the capability to modify configurations, upload files, or alter static data.

This role operates alongside our existing Standard User profile, allowing firms to tailor system access according to individual employee responsibilities.

Comparing P9 Portal Access Types

To ensure optimal data governance and compliance, administrators can now choose between two distinct access levels:

Key Benefits of Enhanced User Access Control

Implementing role-based access management within the P9 Portal delivers several strategic advantages for risk management and compliance teams:

• Improved Access Control: Assign precise permissions tailored to specific job functions.
• Heightened Data Security: Reduce the risk of accidental data modification or unauthorised file uploads.
• Simplified User Governance: Easily onboard oversight staff, auditors, or senior executives who only require read visibility.
• Flexible Oversight: Enable reconciliation and reporting monitoring without giving administrative permissions.

The Importance of Role-Based Access in Regulatory Compliance

In today’s highly regulated financial landscape, maintaining robust data governance and strict access controls is essential for compliance and risk management. Granting full editing permissions to every portal user increases the risk of inadvertent data modification, unauthorized file uploads, or accidental configuration overrides.

By implementing role-based access control (RBAC) through our new View-Only feature, Point Nine enables financial institutions to adhere to the principle of least privilege (PoLP). This operational standard ensures that internal audit teams, compliance managers, and executive stakeholders retain full visibility over vital regulatory reporting and reconciliation data, without exposing operational workflows to unnecessary compliance risks. Enhancing access management at the portal level strengthens your firm’s overall security framework and simplifies internal compliance audits.

How to Add or Update Point Nine Portal Users

Updating your team’s access rights or provisioning new users is quick and seamless.

If you would like to add new users to the Point Nine Portal or adjust access permissions for existing team members, please reach out directly to the Point Nine Support Team or contact your dedicated account manager. Our team is available to assist you with all access and configuration requirements.

Frequently Asked Questions (FAQ)

What is the difference between a View-Only User and a Standard User in the P9 Portal?

A View-Only User can view portal information and reconciliation data but cannot make changes, upload files, or alter static settings. A Standard User has full functional permissions, including uploading files to SFTP, editing client-enabled files, and modifying static data defaults.

Who should be assigned View-Only access?

View-Only access is ideal for internal auditors, compliance monitors, risk managers, and executive stakeholders who require visibility into reporting status and reconciliation insights without needing operational editing capabilities.

How do I change an existing user’s permission level?

To update permissions for an existing user or request new account setups, simply contact Point Nine Support. Our team will configure the appropriate roles for your organisation.