Below is a suggestion of permissions needed for a Role trader (to enter new deals, as long as the deal have status New or modified it will be possibility to do changes).
- Cancel New Deal - Gives the user the right to cancel a deal with the status New
- Create Templates- Gives the user the right to create and update deal templates
- Exercise Option- Gives the user the right to excercise options
- Modify Deal- Gives the user the right to change status from confirmed to modify.
- Modify Transaction - Gives the user the right to modify transactions
- Register Capital Change - Gives the user the right to register capital change on existing deal
- Register Deals - Gives the user the right to register new deals and possibility to change deals with status New
- All traders also need the Permission to register different deal types.
- Update FX Convertion - Gives the user the right to update convertion rate on a transaction related to a credit facility
- Update Templates - Gives the user the right to update deal templates