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Superuser

A 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

Manager

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 and has read only access 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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