View, Edit and Delete Access Rights for a User

Instructions

From the Users and Access Rights page you can view or edit the access rights for a user or delete the user.

If you delete a user, their Client Portal access is disabled instantly.

  1. Click Settings > Account Settings.
  2. In Users & Access Rights, select the configure icon.
  3. Click the Info "i" icon next to a user.
  4. View the current user settings and click Close.
  1. Click Settings > Account Settings.
  2. In Users & Access Rights, click the configure icon.
  3. In the Users section, click the Edit "pencil" icon next to a user.
  4. Edit any settings and click Continue to cycle through the user settings pages.
  5. Review the information that you edited and click Continue.
  6. On the Verify Your Identity page, enter the confirmation number you received by email.
  7. Click Resend Confirmation Number if you did not receive an email or click Continue.
  1. Click Settings > Account Settings.
  2. In Users & Access Rights, click the configure icon.
  3. Click the Delete "X" icon next to a user.
  4. The Delete User Profile dialog box opens.
  5. Click Yes to delete the user.

 

Additional Resources

Visit the IBKR Compliance Portal Website