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Permission Management System

Brokerpilot has a highly flexible permissions management system that allows you to categorize user permissions by offices, servers, and functions within the system.

Navigate to Administration – Users on the left-side menu to manage permissions. You will find two important buttons: Add User and Permissions.

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Adding a New User​

Press the Add User button to add a new user.
Enter the name, e-mail, and an expiration date (if necessary). Press the Send Invite button. A user will receive the activation link by email, which is valid for 24 hours.

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Managing Permissions​

Click the Permissions button to add or remove permissions.
Scroll down to find the following blocks:

  • Basic UI Features
  • Site Administration
  • Accounts
  • A-Book
  • B-Book
  • Dealing
  • Risk Management
  • Dealing Desk Operations
  • Bonuses
  • Dealing Corrections
  • Quotes Monitoring
  • Dashboards

Then, use the switch to activate or deactivate specific sections. You can also manage permissions using the Enable All or Disable All buttons.

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