# Access Levels

### 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.

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### 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                                                                                                                          | <p>Access is provided automatically when: <br>- Admin completes Launch Fund for the specific user id (connects trading account and sets up a Fund profile)<br>- Investor applies to become a Fund manager and gets approval from Admin</p> |
| Introducer / IB     | Introducer         | <p>Investor and the introducer module access.<br>NB: in case user is joining the platform via introducers invitation, he will not have the access to investor portal</p> | 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**
