Users with either the Party Admin or Execution Phase Approver roles are able to adopt the 2023 FIA Tech Regulatory Protocol & BRRD Supplement (Regulatory Protocol) directly within the application.
Adoption Upon Login
When first logging in to Docs, users with the permissions listed above will be presented with a pop-up message providing the language of the Regulatory Protocol, and the option to adopt on behalf of any parties for which (1) the user is either a Party Admin or Execution Phase Approver, and (2) have not already adopted the Protocol. Within the page shown below, users have the option to select from a list of their available parties, after which the "Adopt" button will become available.
After selecting "Adopt" in the page, the following confirmation message is presented, detailing the party/parties on behalf of which the user is adopting the Protocol. Select "Adopt" once more to finalize the Protocol Adoption.
Adoption through UserHub
In addition to adoption when first logging in, permissioned users may adopt the Protocol at any point through the UserHub> Agreements & Protocols page. Within this page, users will be presented with a list of all parties for which they have Party Admin or Execution Phase Approver roles, as well any available Agreements or Protocols (BRRD - Regulatory Protocol, DPA, System User Agreement, etc.)
In order to adopt the protocol, select the vertical ellipsis (...), and select "Adopt" from the list.
The user will then be presented with the confirmation message below, and may select "Adopt" to finalize the adoption process.
The following message will be presented confirming successful adoption:
Downloading Adoption Letters
Within the UserHub> Agreements & Protocols page users also have the ability to download adoption letters associated with their party's Protocol Adoption. To do, simply select the vertical ellipsis (...) and select "Download"
Revocation
Similar to the adoption workflow above, permissioned users may revoke their previous Protocol adoption at any point through the UserHub> Agreements & Protocols page. Within this page, users will be presented with a list of all parties for which they have Party Admin or Execution Phase Approver roles, as well any available Agreements or Protocols (BRRD - Regulatory Protocol, DPA, System User Agreement, etc.)
In order to revoke the protocol, select the vertical ellipsis (...), and select "Revoke" from the list.
The following confirmation message - noting that the action will send electronically send a revocation letter to FIA Tech - will be presented to the user. Select "Ok"
The following confirmation message will be presented to the user.
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