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B2BROKERGroups
View and manage Back Office user groups. Assign permissions, add users, and import or export group data
On this page, you can view a list of all user groups created in the Back Office and manage their permissions.
General information
The following information is provided about each user group:
ID
The identifier of a user group.
Group
The name of a group.
The Administrators group can’t be removed and its permissions can’t be modified.
Users included in this group are granted all available permissions.
To export the data about Back Office user groups, including the data about permissions granted to each group, to a JSON file, click the Export button located in the upper-right corner of the page.
To import the data about Back Office user groups, click the Import button, and then select a JSON file containing the required data.
To view group details, click the Edit button.
Details
The detail page contains the following tabs:
- Group — a list of permissions granted to the users included in this group.
- Users — a list of users included in this group.
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Users
View, add, and manage Back Office users. Configure profiles, permissions, security settings, data access, and notification options
Client Tags
View, add, and manage client tags to control which clients are visible to Back Office users. Tags can be assigned manually or automatically using jurisdictions