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The Finance Shop Knowledgebase Menu
The Finance Shop Knowledgebase Menu
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For a user to be able to see particular brokers clients they need to have the broker listed in their Broker Security. This is done in TFS Administration.+


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titleAccessing Broker Securtity - Click here to expand...
  • From the Administration menu, select Security then Broker Security.
  • From the sidebar, select Security then Broker Security.

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  1. Select Security / Broker Security.
  2. Select the User that you wish to update.
  3. Click on New. The User Broker Security dialog will be displayed
  4. Click the popup button Image Modified next to Broker

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  1. Click on the Broker you want to add.
  2. Click on the OK button.

The broker will then be selected.

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  1. Toggle their access permissions as required with the spacebar.

    Access - Means the user will be able to access the brokers clients and deals and make changes
    Search - Means that the user will have the brokers clients returned in search lists

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  2. Click OK.


The Broker will then be displayed in the Broker Data section.

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Note

If a user is marked as a Super User this will override Broker Security

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