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Assign Trade Approval Levels

Contents

Introduction

Trade approval is an optional process which allows you to add a reportable level of accountability to trading in Tamarac Trading. This allows you to create different levels of approvals—for example, executive approver, senior approver, and junior approver—and then assign those to the users in Tamarac Trading. Those users can then approve trades, and trades generated in Tamarac Trading will require approval from a user who has the highest level of approval before the trade can be sent to the Trade List.

You can enable trade approval and other trade approval options—these options include requiring all non-discretionary accounts to have trade approval or requiring multiple approvers for a trade—on the Rebalancing System Settings page. For more information on the available options, see Rebalancing System Settings: Trade Approval Settings.

For more information on the process of approving trades and how this interacts with approval levels, see Approve Trades.

Assign Approval Levels to Users

Once you've set up your preferred approval system and established your approval levels, you can now assign those approval levels to the various users in Tamarac Trading.

To assign a trade approval level to a user, follow these steps: 

1. On the Setup menu, select User Management.

2. Select Users in the Manage list.

   

3. Click the Edit link for the desired user.

   

4. Under the General, select the appropriate trade approval level for that user in the Approval level list.

   

5. Click Save.