View User Role Details

Instructions

You can view the details of any saved user role on the Users & Access Rights screen.

To do so, please take the steps outlined below.

1. Click the User menu (head and shoulders icon on the top right corner) > Settings > User & Access Rights..

   

2. The User Roles panel shows all of the user roles that you have added to the account. Click the i icon to view information for any user role listed.

   The complete list of access rights granted to the user role appears in a pop-up window. Granted access rights appear with a checked box while access rights NOT granted appear crossed out. Scroll down to view more information.

   To close the pop-up, click the Close button in the bottom right corner or click anywhere outside the pop-up.

   

3. Use the Account Access button to see which accounts the user role can access.

   

 

Additional Resources

• Learn About Users & User Roles at IBKR Campus

• Learn About Users & User Roles for Advisors at IBKR Campus

• Visit the IBKR Advisor Portal Website

• Log in to Users and Access Rights