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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title | Accessing Broker Securtity - Click here to expand... |
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| - From the Administration menu, select Security then Broker Security.
- From the sidebar, select Security then Broker Security.
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Image Modified - Select Security / Broker Security.
- Select the User that you wish to update.
- Click on New. The User Broker Security dialog will be displayed
- Click the popup button next to Broker
- Click on the Broker you want to add.
- Click on the OK button.
The broker will then be selected.
- 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 - Click OK.
The Broker will then be displayed in the Broker Data section.
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If a user is marked as a Super User this will override Broker Security
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