From the Admin Menu, Click on DST and then click on Maintain DST User Logins.

Maintain DST User Logins Overview

A DST User Login is the User ID and Password used to log into the DST web site to retrieve files.

Each advisor will have their own DST Login and Password.  However, one person in an office may be doing the downloading for more than one advisor.  This screen allows you to assign more than one login to the same user.  It also allows you to assign more than one Advisors Assistant user to the same login.

The DST Password is shown because only Advisors Assistant administrators can access this screen.

Adding A New Login

Click on the Add Login Button to add a new user to the list. This will open the Add/Modify User Login Screen.

Modifying A Login

If you need to change a password or add a user to a login, click on the Modify Login Button.

Deleting A Login

You can delete a login by highlighting it with a click and clicking on the Delete Login Button.

 

See Also

Security Roles

Add/Modify User Login