Managing users and roles
Create users and control which operational areas they can access.
Where to find it
Admin Dashboard → Users & Roles and Permissions Matrix.
How to use it
- Create the user with their correct identity and role.
- Review the Permissions Matrix for the capabilities attached to that role.
- Avoid sharing user accounts; create a separate account for each person.
- Review and remove access promptly when responsibilities change.
Important notes
Role access is separate from trade competency and subscription entitlement.