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REPORT PORTAL ON-DEMAND GUIDE FOR ADMINISTRATORSWelcome to Morningstar Direct Report Portal. Report Portal is designed to share customized investment reports across your organization. Templates built
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Morningstar Report Portal Administrator is a system administrator who manages and oversees access to the Morningstar report portal.
Financial institutions and entities that are subscribers to Morningstar's report portal are required to designate an administrator for the portal.
To fill out the Morningstar report portal administrator, the designated administrator needs to login to the portal and update the necessary information regarding user access and permissions.
The purpose of the Morningstar report portal administrator is to ensure security, manage user access, and monitor usage of the report portal.
The administrator must report user access permissions, monitor user activities, and ensure compliance with the portal's security protocols.
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