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Adding a User Role

You can add user roles to your account that define access rights to different groups of Account Management functions. When you add new users, you just have to select a user role to quickly assign access rights to the new user.

To add a user and assign access rights

1. Click Settings > Account Settings.
2. The Users & Access Rights panel shows all of the users you have added to your account.

Click the Configure (gear) icon.

The Users & Access Rights screen opens. The Users panel shows all of the users you have added to your account along with their relationship to the primary account holder. The User Roles panel shows all user roles that you have created. Institution accounts will see additional panels for Authorizers and Additional Security Officer Approvals.

3. Click the Add (+) icon in the User Roles panel title bar.

The Add User Role screen opens.

4. The process of adding a user role and assigning access rights is divided into several screens. On each screen, grant access to functions by clicking the box next to each one. When you complete each screen, click CONTINUE to advance to the next screen. If you want to make changes to a previous screen, click Back.

• On the first screen, enter the name of the user role.
• Each screen that follows lets you give the new user role rights to access a specific group of functions, organized to match the main menu of Account Management: User Settings, Trading, Reporting, Funding and Account Settings.

5. The last screen in the process lets you review all of the information about the new user, including access rights. Rights that have been assigned to the new user role are shown checked and in green; rights that have not been assigned to the new user role are shown crossed out. Click CONTINUE if everything is correct. Click Back to make changes.
6. If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent to you via email, then click CONTINUE. If you have not received a confirmation number, click Request Confirmation Number to have a new confirmation number sent to your email address.
7. Click Ok to save the new user role, which will appear in the User Roles panel on the Users & Access Rights screen.