Suggested permissions to be included in the role Subsidary depends on purpose of the role.
Below are the permissions needed to be able to register an FX or a 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 to a selection of companies).
The role will also need "Read market data" and "Read reports" if the user should be able to look at reports.
Add "Register Commodity Request" and "View curves" to the role if the user should be able to register Commodity requests and be able to load information about the commodity.
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