How to add a user?
When you have subscribed to the multi-user module as an administrator, you can add one or more users by:
- filling in their personal information (last name, first name, email, phone number...);
- Checking the options you wish to assign to your user (consultation functions, transactional functions, international operations, market operations, etc.);
- assigning them a right on an account (according to the functionalities you have assigned to them);
- assigning them a right on an agreement, if this one is declared at subscription and this, according to the functionalities you have assigned to them.
Upon confirmation of the information and assignments attributed to your user, the user will be displayed in the user list.