Page Comparison

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Adding the broker

Updating Broker Security

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staff staff

Selecting the Staff record

The first thing you need to do is add the role 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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role role

Adding the Broker Role

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You will need to amend the broker security of all those users that will require access to the new brokers broker's clients.