Understanding and managing roles within our system is essential for ensuring users have the appropriate permissions and access levels. Here, we'll explore the different types of roles and their purposes.
The system is already built out-of-the-box roles based on Qmarkets best practice, but every customer can add unlimited number of roles in order to support his methodologies and operation.
These videos focus on the Role Management and Auto-User Assignment features. It overviews the creation and assignment of user roles within the system.
Related articles:
- Roles & Responsibilities in the system - including an explanation about the out-of-the-box roles
- Adding a new Role - How & Why
- Assignment methods