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Add Users to the Account

As an Fund Investment Manager, you can add users to the Master account and grant them access to a subset of Account Management functions, such as, trading access for additional traders, report management access for auditors, and so on.

To add a user to the account

1. Log in to Account Management.
2. Click Manage Account > Access Rights > Users.
   

3. Click Add User.
4. On the Add New User and Access Rights page, enter all required information, including name, five-character username prefix, password, and email address.
5. On the same page, assign Account Management functions to the user for the Master account by clicking the appropriate check boxes in the Functions section. If a function is not checked, the user will not be able to access the function in Account Management.
6. On the same page, you can assign access rights to some or all sub/client accounts that you want the user to access, and specify which functions you want the user to be able to access for the sub/client accounts.
7. Click Continue.
8. Verify that all the information is correct, then click Continue.
   
   If you need to make further changes, click Back, then make corrections before submitting.
9. Enter the confirmation number sent to you via email, then click Continue.
   
   If you do not receive a confirmation number within a few minutes, you can request a new confirmation number on the same page.
10. Click Cancel to cancel your changes.

Once the user has been successfully created, the process is not complete until the new user completes additional verification steps by logging into Account Management with the username and password which were created.

For more information

• For more information on adding users and other user rights topics, see the User Access Rights Guide.