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.

    The users and access rights panel in Portal.

  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.

    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 Client Portal Website

Log in to Users and Access Rights