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.

Step 1: Navigate the the Users page.

Step 2: Click the Permissions link for the appropriate manager.

Step 3: Find the View Accounts or View Groups  drop-downs to grant view access to as many groups or accounts as desired. 

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 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.