There are three active roles that you can assign to your users: Superuser, Manager and User. PropReports also has one inactive role: Disabled.

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.

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.