Access Levels

TradeSocio NewUX - Broker Admin manual

Overview

Each user registered on the platform can have different levels of access depending on their roles: investors, fund managers, IBs or broker’s agents responsible for administration and management of the platform.

A registration creates a standard user with investor access by default. Each user can switch between the available access modules by using the drop-down menu in the right top corner of the screen.

Types of Access

There are several types of user access and ways to grant this access to the particular user id:

Type of user access	Menu default label	Access levels	How to grant access
Standard User	Investor	Investor module access which is granted by default to all users	Default access is provided after creating a user profile
Fund Manager	Alpha Fund	Investor and the fund management modules access	Access is provided automatically when: - Admin completes Launch Fund for the specific user id (connects trading account and sets up a Fund profile) - Investor applies to become a Fund manager and gets approval from Admin
Introducer / IB	Introducer	Investor and the introducer module access. NB: in case user is joining the platform via introducers invitation, he will not have the access to investor portal	Access is provided automatically after user accepts "join as introducer" invitation or invites an investor from the IB link available in investor portal.
Broker Admin	Broker Admin	Investor and broker admin modules with full control of the platform settings and management functionality	Access has to be provided manually by Broker admin user
Custom User	*Custom label	Custom created role with customized or read-only access to the broker admin settings and management functionality	Access has to be granted manually by Broker admin user

User access levels can be granted from Broker Admin - Customers - CRM - Change Admin Access Level. Once the user access level is changed, he will be removed from Customers report.

Custom user profiles and user lists can be created and managed from Control Panel - Accessibility Settings - Access Level Settings

User id can be removed from Broker admin or Custom User access list using: Control Panel - Accessibility Settings - Custom Roles - View Users - Action - Edit role