Adding a Manager login


How to Add a New Manager

To add a new manager to your PropReports instance, please follow the steps below:

Step 1: Navigate to the Users page.

Step 2: Click Add User.

Step 3: Type in the user id or e-mail address for the person to use when logging in and click Create.

Step 4: Click on the Permissions sub-tab, change access to "Manager" and click Update. The user will be granted Manager access.

Because managers may have more access to accounts and users than a trader user, please exercise caution when granting this level of access.


Related Topics / How To

Manager Permissions