You can set different access rights for different users. Currently, we support three types of firm-level users: Admin, Trader, and Non-Trader.
* Please note that only Admin users can assign access rights to Traders and Non-Traders.
Admin users are defaulted to see all accounts. Admin users can assign different accounts to different firm-level users (Trader and Non-Trader).
Here are three ways Admin users can set regards to the User & Access Rights.
1. Assign User & Access Rights
2. Change the User & Access Rights
3. Section-off client accounts for different firm-level users
Assign User & Access Rights
1) Go to “Setting/User & Access Rights”
2) Click "+New “ on the upper left corner to add users.
3) Fill in the primary information and click “Next.”
4) Set user operation permission by selecting one of the three plans. Click “Next" to save.
Change the User & Access Rights
1) Go to “Setting/User & Access Rights”
2) Find the name of the user that you want to change and click "View."
3) Then click "Edit."
4) Change user operation permission by selecting one of the three plans and click "Next."
5) Click "New Account" to assign accounts to the trader/non-trader.
6) Verify the changes and click "Confirm."
Section off client accounts for different firm-level users
After the above step, you can assign different client accounts to different Users in User & Access Rights. This function only works on Trader and Non Trader users.
The Admin can see all clients. You can only assign accounts that are open.
