User Profile permissions

The options you can set on the User Profile page may include the following:

Note:The permissions available to you on this page may vary depending on the modules enabled.

System Administrator

In this section, you choose whether the user can administer the system and whether they can view audit reports.

  • Is this user a system administrator?—If set to Yes, the user can make changes that affect other users and user profiles.

Trades and Payments

In this section, you specify whether the user can approve payments and book deals.

  • Can this user do a spot trade?—If set to Yes, the user can access and use the SPOT TRADE feature on the Dashboard.
  • Can this user create and edit payments?—If set to Yes, the user can create payments. They can also edit payments before the deal is booked.
  • Can this user approve payments?— If set to Yes, the user can approve payments that were initiated by other users.
  • Can this user book payments?—If set to Yes, the user can book deals.

Beneficiaries

In this section, you specify whether the user can create, edit, or deactivate beneficiaries.

  • Can this user create and edit beneficiaries?—If set to Yes, the user can create and edit beneficiaries.
  • Can this user deactivate beneficiaries?—If set to Yes, the user can deactivate beneficiaries.
  • Can this user approve new beneficiaries?—If set to Yes, the user can approve new beneficiaries.

Remitters

In this section, you specify whether the user can create, edit, or delete remitters.

  • Can this user create and edit remitters?—If set to Yes, the user can create and edit remitters.
  • Can this user delete remitters?—If set to Yes, the user can delete remitters.

Compliance Center

In this section, you specify whether the user can view, edit, and manage information in the Compliance Center.

  • Can this user view compliance information?—If set to Yes, the user can view cases in the Compliance Center but cannot edit the information.

  • Can this user edit compliance information?—If set to Yes, the user can review, pass, or block cases in the Compliance Center.

  • Can this user add to compliance private list?—If set to Yes, the user can add names to the private list in the Compliance Center.

  • Can this user manage compliance private list?—If set to Yes, the user can add or remove entries on the private list in the Compliance Center.

  • Can this user manage compliance list subscriptions?—If set to Yes, the user can subscribe and unsubscribe to sanction lists in the Compliance Center.

Authentication

In this section, you specify the allowed login methods for the user.

  • Can this user login via a browser?—If set to Yes, the user can log in to the application via a browser instead of logging in through their own system.

Other

In this section, you choose whether the user can access other features.

  • Can this user access the File Upload Center?—If set to Yes, the user can utilize the File Import Tools to upload a file of data without having to manually enter the information.
  • Can this user create and edit email templates?—If set to Yes, the user can create email templates that can be used when sending connection requests to third parties.
  • Can this user send Connections invitations to vendors?—If set to Yes, the user can send single and mass invitations to Vendors to connect with you through the Connections portal.
  • Can this user access the Audit Log?—If set to Yes, the user can access the Audit Logs from the Admin tab.
  • Can this user create and edit Multi-Currency Account nicknames?—If set to Yes, the user can rename and assign nicknames to Multi-Currency Accounts on the Multi-Currency Accounts page.

Forwards

In this section, you choose whether the user can book forward trades.

  • Can this user create and book a forward?—If set to Yes, the user can book forwards.
  • Can this user create a drawdown?—If set to Yes, the user can book drawdowns against available forwards.