Training Module Topics

Click a lesson link to review a Web-Based Training lesson. You can also review Printable Job Aids (PJAs) and Videos that support your OTCnet user training. Click OTCnet Participant User Guides to view these additional training resources.

Getting Started

**Lesson 1:** OTCnet Overview
Module 1, Lesson 1
Resource	PJA	OTCnet Resource Video

**Lesson 1:** Start and Stop the OTCnet Local Bridge (OLB) Application
Module 2, Lesson 1
Resource	PJA	OTCnet Resource Video
Start and Stop the OTCnet Local Bridge (OLB) Application	pja_start_stop_olb.pdf (30.63 KB)	Video

**Lesson 2:** Request Your OTCnet Access
Module 2, Lesson 2
Resource	PJA	OTCnet Resource Video
Self-Register/Create an Account in SailPoint IIQ	pja_self_reg_sail_point.pdf (46.01 KB)
Request Your OTCnet Access in SailPoint IIQ	pja_req_your_access_sail_point.pdf (213.52 KB)	Video

**Lesson 3:** Log In to OTCnet Online
Module 2, Lesson 3
Resource	PJA	OTCnet Resource Video
Log In to OTCnet Online	pja_login_to_OTCnet_online.pdf (182.47 KB)

Administration/Configuration

**Lesson 1:** Create a User Identity
Module 3, Lesson 1
Resource	PJA	OTCnet Resource Video
Create a User Identity in SailPoint IIQ	pja_create_user_identity_sail_point.pdf (87.69 KB)

**Lesson 2:** Add or Remove User Access
Module 3, Lesson 2
Resource	PJA	OTCnet Resource Video
Add User Access in SailPoint IIQ	pja_add_user_access_sail_point.pdf (209.42 KB)	Video
Remove User Access in SailPoint IIQ	pja_remove_user_access_sail_point.pdf (105.18 KB)	Video

**Lesson 3:** Approve or Deny User Access Request
Module 3, Lesson 3
Resource	PJA	OTCnet Resource Video
Approve or Deny User Access Requests in SailPoint IIQ	pja_approve_or_deny_user_access_sail_point.pdf (80.89 KB)	Video

**Lesson 4:** Import User Identity to OTCnet
Module 3, Lesson 4
Resource	PJA	OTCnet Resource Video
Import User Identity to OTCnet	pja_import_user_identity_to_OTCnet.pdf (421.56 KB)

**Lesson 5:** Add or Remove an Endpoint/Role for a User
Module 3, Lesson 5
Resource	PJA	OTCnet Resource Video
Add an Endpoint/Role for a User in OTCnet	pja_add_endpoint_role_in_OTCnet.pdf (453.14 KB)
Remove an Endpoint/Role for a User in OTCnet	pja_remove_endpoint_role_in_OTCnet.pdf (231.35 KB)

**Lesson 6:** Approve or Reject an Endpoint/Role Request
Module 3, Lesson 6
Resource	PJA	OTCnet Resource Video
Approve or Reject an Endpoint/Role Request in OTCnet	pja_approve_or_reject_endpoint_role_OTCnet.pdf (306.89 KB)

Deposit Processing

**Lesson 2:** View a Security Report
Module 17, Lesson 2
Resource	PJA	OTCnet Resource Video
View Security Reports: Users by Access Group (FI)	pja_view_securityrpt_access_grps_fi.pdf (128.48 KB)
View Security Reports: Users by Access Group (FPA)	pja_view_securityrpt_access_grps_fpa.pdf (82.21 KB)
View Security Reports: User Information	pja_view_securityrpt_user_info.pdf (70.05 KB)
View Security Reports: Users by Role (FI)	pja_view_securityrpt_user_by_role_fi.pdf (125.71 KB)
View Security Reports: Users by Role (FPA)	pja_view_securityrpt_user_by_role_fpa.pdf (98.32 KB)