Set Global Defaults

Admin > Administration Console > Global Defaults

keyref="k_help_tsre_ for Touchstone Re can be established for currency, user defined categories, programs, portfolios, and more. Only certain users have permission to change these settings.

Procedure

To view, set, or adjust global defaults:

  1. Click the selection you wish to adjust:

    • Currency Rate Settings

    • Touchstone Re Defaults

    • User Defined Categories Manager

    When you are done with each selection, be sure to click Save to save any changes; click Reset to return to the AIR-defined default settings.

  2. Click (top right corner) to close the Administration Console.