Role Subsidiary

Created by Erik Akerlund, Modified on Mon, 20 Feb 2023 at 02:30 PM by Erik Akerlund

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

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