{"id":180062,"date":"2021-06-14T12:36:00","date_gmt":"2021-06-14T16:36:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/glossary-terms\/primary-authorizer\/"},"modified":"2023-01-22T13:34:28","modified_gmt":"2023-01-22T18:34:28","slug":"primary-authorizer","status":"publish","type":"glossary-terms","link":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/primary-authorizer\/","title":{"rendered":"Primary Authorizer"},"content":{"rendered":"<p>A designated account user with permission to approve or deny certain Client Portal functions. A primary authorizer is the first level of authorization; a Security Officer can also designate users as secondary authorizers if your organization requires two levels of authorization. For example, your company CEO\u00a0might be a primary authorizer and the CFO might be a secondary authorizer.  The Access Rights Configuration page in Client Portal shows the number of required and active primary authorizers for the selected Client Portal function. <\/p>\n<ul>\n<li>The\u00a0<i>Required Primary Authorizers<\/i>\u00a0number indicates the number of primary authorizers that are required to approve requests for the specific function, up to a maximum of two.<\/li>\n<li>The\u00a0<i>Active Primary Authorizers<\/i>\u00a0number indicates the number of account users who have been designated as primary authorizers for the specific function. For example, you could set the number of required primary authorizers for Position Transfers to 1, and designate three account users as primary authorizers; any one of those three users could then approve Position Transfer requests.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>A designated account user with permission to approve or deny certain Client Portal functions. A primary authorizer is the first level of authorization; a Security Officer can also designate users as secondary authorizers if your organization requires two levels of authorization. For example, your company CEO\u00a0might be a primary authorizer and the CFO might be a secondary authorizer. The Access Rights Configuration page in Client Portal shows the number of required and active primary authorizers for the selected Client Portal function. The\u00a0<i>Required Primary Authorizers<\/i>\u00a0number indicates the number of primary authorizers that are required to approve requests for the specific function, up to a maximum of two. The\u00a0<i>Active Primary Authorizers<\/i>\u00a0number indicates the number of account users who have been designated as primary authorizers for the specific function. For example, you could set the number of required primary authorizers for Position Transfers to 1, and designate three account users as primary authorizers; any one of those three users could then approve Position Transfer requests.<\/p>\n","protected":false},"featured_media":0,"parent":0,"template":"","meta":{"_acf_changed":false,"footnotes":""},"traders-glossary":[13257,13251],"class_list":{"0":"post-180062","1":"glossary-terms","2":"type-glossary-terms","3":"status-publish","5":"traders-glossary-trading-terms-p","6":"traders-glossary-trading-alphabet"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Archives Term | IBKR Glossary | IBKR Campus<\/title>\n<meta name=\"description\" content=\"A designated account user with permission to approve or deny certain Client Portal functions. 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