...
A manager can be allowed "Read Only" access to the user list. If this permission is granted, they can access contact information for any usersview:
- users created by the manager
- users that the manager is a Trading Rep for
- have traders with access to at least one account as the manager
...
If a manager is granted "Create and Update" user list access they can also:
add a new users and change passwordsuser
change the password
- update contact information
grant that user access to any accounts account accessible to the manager
upload documentsa document
disable users 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.