Summary
| Name | Definition |
| User Master | Manages your user information in TradeWaltz |
The [User Master] is required for all company roles.
TradeWaltz has established system privileges called Company Roles to control the access that specified users have to designated features and data. There are a total of 8 different company roles. Please see below for details.
Table of Contents
１．Mandatory Fields
The following items must be set in the [User Master].
| Mandatory Fields | Examples | Notes |
| User Name (EN) | Hanako Trade | Used on the TradeWaltz screen |
| User Name (JP) | トレード 花子 | Used on the TradeWaltz screen |
| Email Address | hanako.trade@xxcompany.com | Sign-in ID for TradeWaltz UI |
| Language Setting (※1) | English |
Select from the following English Local |
| Organization | Trading Dept. | Select from the items registered in the [Organization Master] |
| Main / Sub (※2) | Main |
Select from the following per organization Main Sub |
| User Role (※2) | Pic |
Select from the following per organization Viewer Pic Approver Company Admin |
※1 If the [Local] is selected, the TradeWaltz screen will be partially displayed in Japanese.
※2 A user typically has a main role within their organization, which defines their primary responsibilities. However, they can also belong to multiple organizations and take on different roles in each one by adding sub roles. These sub roles allow them to participate in specific tasks or projects beyond their main responsibilities. For more information on user roles, please refer below.
The data range that a user can edit within TradeWaltz is determined by the organization’s settings with which they are associated. Please see below for more details.
- Transaction Data Range Editable by Users（← 記事リンクを追加予定）
２．Related Masters
For more information on the [Organization Master], please see below.
- Organization Master （← 記事リンクを追加予定）