Add User Roles

Instructions

A user role contains a set of access rights to the functions in Compliance Portal that you can apply to new users without having to grant individual access rights across several screens.

  1. In Compliance Portal, select Settings > Account Settings.
  2. In Users & Access Rights, click the configure icon.
  3. In the User Roles section at the bottom of the screen click the Add "+" icon.

    4. The User Role Information page opens.

  4. Enter a Role Name and click Continue.

    5. The User Settings Access page opens.

  5. Click Continue.
  6. On the Reporting Access page, select the following:
    • Select one or more statements.
    • Select delivery settings.
  7. Click Continue.
  8. On the Account Settings Access page, select the following:
    • Account Configuration
    • Profile
  9. Click Continue.
  10. On the Client Management Access page, click View Accounts if you would like to include accounts in management activities.
  11. Click Continue.
  12. Review the information you added for the user role and click Continue.
  13. On the Verify Your Identity page, enter the confirmation number you received by email.
  14. Click Resend Confirmation Number if you did not receive an email or click Continue.

 

Additional Resources

Visit the IBKR Compliance Portal Website