Suggested permissions to be included in the role Subsidary
Depends on purpose of the role
Below is the permissions needed to be able to register a FX and Loan request
Register FX request - Needed if the user should be able to register an FX request
Register Loan request -Needed if the user should be able to register an FX request
Read Bank Holidays - Needed to be able to choose dates for the deal
Read Portfolio - Needed to be able to enter a deal in a portfolio
Register Deals - To be able to register any deal at all
Read Bank Accounts - Possible to choose bank account
Read Deals - Possible to view deals
Read Companies -Possible to view companies. ( can be restricted which companies)
If the user should be able to look at reports
They will also need Read market data and Read reports
If the user should be able to register Commodity request the will need
Register Commodity Request
View curves- to be able to load information about the commodity
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article