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Adding the broker

Updating Broker Security



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titleSelecting the Staff Record - Click here to expand...

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staff
staff
Selecting the Staff record

The first thing you need to do is add the role

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ofbrokerto the Staff record. This is don from TFS Administration.

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  1. Select Entity / Entity.
  2. Click on the Entity Role of Staff.
  3. Click on the Staff Entity that you wish to edit.
  4. Click on Edit.
  5. Click on the Roles / Account tab.



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Adding the Broker Role

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