Creating new users

Access to User Administration Module

1. You can receive the Administrative users form and ‘Appendix 1- List of Administrative Users’ spreadsheet from your Account Manager.
2. The Administrative users form needs to be filled out and signed in accordance with your company signing rules.
3. In the ‘Appendix 1- List of Administrative Users’ spreadsheet, please list all administrative users.
4. Create a case for Client Services and attach the spreadsheet, or alternatively, email them to [e-mail].
5. Once the request is processed by our client services team, the listed administrative users will receive a confirmation email.

Once an administrative user gains access to the module on the platform, they can create new partner employee users and update existing ones.

Important Notes

• Existing authorized dealers or back-office users cannot become admin users.
• Admin users are created at the top house of a partner structure only, not at sub-house level.
• Authorization roles for Financial Clients and SOAs utilize BOL and ADL sheets; contact Account Services via a case for assistance. White Label partners handle roles via SaxoTools.

 

How to create a new user 

1. Choose the house/sub-house for the new user.
2. Navigate to the 'Users' tab.
3. Click on 'Create user' and complete the form with required information. Click 'Create user.'

New user creation takes a few minutes, then appear in the 'User overview.'

Creating a New Authorized Dealer

• To create an Authorized Dealer, complete all required personal information fields. Set "UserRole.Partner Authorized Dealer" as the base permission and add any additional permissions as necessary.
• Please note that the request may take up to 48 hours to process. You can monitor the status of your request in the "My Requests" module.

Creating a New Back-office User

• To create a Back-office user, input all mandatory personal information fields and select "UserRole.Partner View Only" as the base permission. Additional permissions may be added as needed.
• The creation request is processed almost immediately, and you can verify the status in the "My Requests" module.

Choosing authorisation roles 

Authorization roles are used to define user access and capabilities within the platform. These roles ensure that individuals have the appropriate level of access necessary to perform their duties while safeguarding sensitive information and functionalities from unauthorized access.

Please view the Authorisation Roles article for a full description of the roles that can be assigned.