View User Role Details

Instructions

You can view the details of any saved user role on the Users & Access Rights screen.

To view user role details

  1. Click Settings > Account Settings > User & Access Rights.

    Image of the users and access rights panel inPortal.

  2. The User Roles panel shows all of the user roles that you have added to the account. Click the i icon to view information for any user role listed.

    The complete list of access rights granted to the user role appears in a pop-up window. Granted access rights appear with a checked box while access rights NOT granted appear crossed out. Scroll down to view more information.

    To close the pop-up, click the X in the upper right corner or click anywhere outside the pop-up.

    Image of the user information panel in Portal.

 

Additional Resources

Learn About Users & User Roles at IBKR Campus

Learn About Users & User Roles for Advisors at IBKR Campus

Visit the IBKR Broker Portal Website

Log in to Users and Access Rights