Summary
User roles are used for the following purpose:
- To control the features accessible to individual TradeWaltz users within your company
Table of Contents
２．Concept of Main (Primary Role) and Sub (Secondary Role)
３．Limitations on the Number of Subs (Secondary Roles)
５．How to Confirm Your User Roles on the TradeWaltz screen
１．Types of User Roles
There are a total of 4 different user roles.
| User Roles | Description | Permissions in TradeWaltz | Notes |
| Company Admin (IT administrator) |
Perform maintenance of various masters such as Organization Masters and User Masters, etc. |
|
When operating in the production environment, it is essential to designate at least one user with the Company Admin role for each company. |
| Approver | Approve an approval request from the PIC |
|
When operating in the production environment with the approval features, it is essential to designate at least one user with the Approver role for each company. |
|
Pic (Person in charge) |
Initiate transactions and execute business processes |
|
Need to designate at least one user with the PIC role for each company. |
| Viewer | View trading details and status |
|
The use of the Viewer role is optional. |
２．Concept of Main (Primary Role) and Sub (Secondary Role)
A user must have at least one Main (Primary Role) assigned within their organization.
If a user requires the ability to register, edit, and view transaction data across multiple organizations, they can be assigned a Sub (Secondary Role) in addition to their Main (Primary Role). This Sub (Secondary Role) enables them to perform different user roles per organization they are associated with.
３．Limitations on the Number of Subs (Secondary Roles)
When assigning a Sub (Secondary Role), there are no limitations on the number of Subs (Secondary Roles) that a user can have.
４．Priority of Each User Role
If an individual holds multiple user roles, permissions will be assigned based on the following priority order: Company Admin > Approver > PIC > Viewer. For instance, consider a user who holds the PIC (Main/Primary Role) in Organization A and is also assigned the Company Admin (Sub/Secondary Role) in Organization B. In this scenario, the Company Admin role takes precedence over the PIC role, resulting in the user being unable to register or edit transaction data.
５．How to Confirm Your User Roles on the TradeWaltz screen
After clicking on your company name or the [V] button displayed in the upper right corner of the TradeWaltz screen, navigate to the [User Roles] in the dropdown list. This will indicate the specific role assigned to you.
The screen display below shows the view when the user is designated as the [PIC].
６．Related Masters
The user roles mentioned can be configured within the [User Master]. For additional details, please see below.