Additional WebTrader user management options
As an administrative user, you can manage various characteristics of WebTrader users from the UI.
- From the WebTrader manager menu, select an existing WebTrader partner to open the summary page for that WebTrader partner.
- On the navigation graphic at the top of the summary page click the Users icon.
- The WebTrader users screen is displayed. This screen lists the users who are authorized to log on to WebTrader as representatives of that partner.
- Click the name of a user from the list, to view and modify the characteristics of that user.
- The Change WebTrader user screen is displayed. Use the options in the following tabs to view and modify the user:
- General tab - Use this tab to modify:
- User full name
- User email
- User phone number
- User descriptive text
- Email notification of document reception (on or off)
- Enable/disable status
- Password change requirement
- Alternate contact tab - Use this tab to add or modify alternative contact information about the user.
- Roles tab– Use this tab to assign or remove user roles. See Additional WebTrader user management options.
- Date/Time tab – Use this tab to select the time zone displayed in the user's interface view.
- Sponsor tab – View contact information about the current sponsor.
- After making any modifications, click Save Changes. To close this screen without making any changes, click Cancel.
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