Clone User

Instructions

You have the ability to copy user access rights from existing users.

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

    Image of the users and access rights panel inPortal.

  1. Click on the clone icon on the top right corner.

    Image of the users in Portal.

  2. From the list of users select the user whose User Access Rights you want to copy from and click Continue.

    Image of the clone user panel in Portal.

  3. Select the user(s) who you want to apply the User Access Rights to and click Continue.

    Image of the clone an existing user in portal.

  4. Review the User Access Rights information and click Continue.

    Image of the review user information 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 Client Portal Website

Log in to Users and Access Rights