/
Amending Broker Security

Amending Broker Security

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.+


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

  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 next to Broker

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

The broker will then be selected.

  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
  2. Click OK.


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

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



Related content

Improved broker security update for new brokers
Improved broker security update for new brokers
More like this
Linking a Broker to a User record
Linking a Broker to a User record
More like this
Converting a User to a Broker
Converting a User to a Broker
More like this
Define clear ownership of entities
Define clear ownership of entities
More like this
Adding contacts to a broker for SMS
Adding contacts to a broker for SMS
More like this
Broker Assignments Screen
Broker Assignments Screen
More like this