Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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

Managing Accounts

Image Added

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.

...