User Administration allows company administrators to manage Trading and Markets users and their access rights.
With User Administration, administrators can:
- Create new users
- Edit existing users
- Delete users
- Manage user permissions
- Review user information and access rights
To access User Administration, go to Admin > Trading administration.
What can administrators manage?
User profile information
Administrators can manage the following user profile details:
- Full name
- Job title
- Preferred language
To change a user's e-mail address or mobile phone number, contact us.
Trading and Markets access and permissions
Administrators can grant and manage access to the following features:
Company Transactions |
Access to view and/or confirm trade documents. |
Portfolio Reconciliation Reports |
Access to Portfolio Reconciliation Reports. |
Trading |
Access to trading for the selected company. |
Administrators can also manage their own company access and permissions.
If you are not an administrator, contact your company administrator to request access changes. If you do not know who your company administrator is, contact us.
Trade document permissions
For Company Transactions, administrators can assign one of the following permission levels:
- No access
- View only
- View and confirm personally
- View and confirm jointly (two different users must approve each document)
To update a user's trade document permissions:
- Go to Admin > Trading administration.
- Under User management, select the user whose permissions you want to update.
- Open the Permissions tab
- Under Company Transactions, select the appropriate permission level
- Click Save
Trading permissions
For companies with Trading enabled, administrators can grant trading access to individual users:
- Go to Admin > Trading administration.
- Under User management, select the user whose permissions you want to update.
- Open the Permissions tab
- Under Trading, select Enabled
- Click Save
What can users manage themselves?
Users without administrator rights can update certain profile settings themselves:
- Job title
- Phone number (excluding mobile phone number)
- Preferred language
To update these settings:
- Go to Profile.
- Click Edit next to the information you want to update.
- Update the required information.
- Click Save.
Related articles
For step-by-step instructions on creating, editing, deleting and approving users, see Manage users.