How do I set up users and define their roles?

Q: How do I set up users and define their roles?

ADVISOR PORTAL LOGIN Once your account is approved and funded, you may add users and grant them access to a subset of Advisor Portal functions. That includes granting access to functions for one or more sub accounts. To set up users and define their roles: Log in to Advisor Portal. Click the User menu (head and shoulders icon in the top right corner) followed by Settings . Under Account Settings find the Users & Access Rights section Click Users & Access Rights screen. Here there are two panels: the Users panel shows those individuals added to your account, as well as their relationship to the primary account holder; the User Roles panel shows all user roles that you have created. Add, edit and delete Users from the set of icons to the right. You can see an overview of how to setup users and define their roles in the Traders' Academy Adding Users & User Roles study notes. Additional Information Users and access rights in our Users' Guide.

Question

Accepted Answer

ADVISOR PORTAL LOGIN

Once your account is approved and funded, you may add users and grant them access to a subset of Advisor Portal functions. That includes granting access to functions for one or more sub accounts. To set up users and define their roles:

Log in to Advisor Portal.
Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
Under Account Settings find the Users & Access Rights section

Click Users & Access Rights screen.
Here there are two panels: the Users panel shows those individuals added to your account, as well as their relationship to the primary account holder; the User Roles panel shows all user roles that you have created.
Add, edit and delete Users from the set of icons to the right.

You can see an overview of how to setup users and define their roles in the Traders' Academy Adding Users & User Roles study notes.

Additional Information

Users and access rights in our Users' Guide.