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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.
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Step 3: Find the View Accounts or View Groups drop-downs to grant view access to as many groups or accounts as desired.
Three different User List Access roles can be given to a Manager
None (default)
Read-Only
Create and Update
1) "None" User List Access role (default):
The “None” User List Access does not allow the manager to view or edit anything in regards to other Users.
2) The "Read-only" User List Access characteristics:
Can view users and contact information
Can view users that have access to the same accounts as this manager
Can view users that they have created.
Can view any user that manager is trading rep for.
Can view accounts linked to user if account is viewable for manager also.
Can attach note to user page.
Can view last time user logged.
Can view documents for users they are permissioned for.
3) The “Create and Update” List Access characteristics are :
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Has all the abilities of “Read Only” plus the below features.
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Can add new users and set a password.
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Can grant users access to accounts that manager can also view.
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Can upload documents.
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Can disable users that the manager has created.
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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
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at least one account that the manager
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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.