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User Roles

A user role contains a set of access rights to Account Management functions. You can quickly assign access rights to new users by selecting an existing user role when you add the new users to your account. For example, you could create a user role that has access only to funding and reporting functions, then add a user to your account and assign the funding/reporting role to that new user.

The User Roles page lets you:

• View user role details
• Add a new user role
• Modify a user role
• Delete a user role

Who can access the Users & Access Rights screen?

All users and Security Officers can access this functionality except Broker Non-Disclosed Clients and Broker Omnibus Clients.