Suggested permission for Role Trader

Created by Erik Åkerlund, Modified on Mon, 20 Feb, 2023 at 2:30 PM by Erik Åkerlund

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 


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