There are four three active roles that you can assign to your users: Superuser, Manager , User, and and User. PropReports also has one inactive role: Disabled.
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Important: We recommend creating separate superuser logins for each person requiring this level of access to ensure accurate auditing. There is no limit on the number of superusers that can be created. |
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SuperuserA superuser has full permission to delete, edit, and view all information and data in your PropReports instance. For example, superusers can: - Configure, add users, and change their passwords
- Create and assign trade and recurring fee plans
- Upload and edit trading activity
A manager does not have the ability to modify data, but can be permissioned to view one or more account groups as well as individual accounts.
User
A user is typically a trader who and has read only access and to your instance. Users can be permissioned to view reports for one or more of their accounts.
Disabled
A disabled user cannot log into your PropReports instance. It is recommended that you disable users rather than delete them to retain client information and audit history. |
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