Viewing Accounts and Groups

A manager can be granted permission to view individual accounts as well as groups. If a manager has access to a group they can view reports for any account in that group as well as group-wide reports (such as Totals by Group).

How to Enable Managers to View Groups and Accounts

To change a Manager's permissions, follow the steps below.

Step 1: Navigate the the Users page.

Step 2: Click the Permissions link for the appropriate manager.

Step 3: Find the View Accounts or View Groups drop-downs to grant view access to as many groups or accounts as desired.

Managing Users

A manager can be allowed "Read Only" access to the user list. If this permission is granted, they can view:

users created by the manager
users that the manager is a Trading Rep for
traders with access to at least one account as the manager

Besides contact information the manager can also:

view any documents uploaded for that user
see which accounts that user can view (if they are accessible to the manager)
post notes on the user overview page
see the last time the user logged in

The manager cannot see other managers or superusers.

If a manager is granted "Create and Update" user list access they can also:

add a new user
change the password
update contact information
grant access to any account accessible to the manager
upload a document
disable a user

In the case where a user has access to at least one account that the manager cannot see, editing is disallowed.

Managing Accounts

A manager can be granted "Read Only" access to the account list. They will be able to see all accounts assigned to them as well as their groups and trading plans.

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