Entity Setup
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      Default Profile Page Access

      This article outlines the default access permissions for each user profile (Backoffice, Broker, Compliance, Sales, Super Admin, Trading Desk) across the various pages in Kooltra.

      These permissions represent the default configuration. Access to any page can be customized per user profile based on your organization's operational needs. If you require changes to these permissions, please contact support@kooltra.com.

      Category Page Backoffice Broker Compliance Sales Super Admin Trading Desk
        Home Yes Yes No No Yes No
        Fee Group Yes Yes No No Yes No
      Compliance FINTRAC EFTI/EFTO Yes Yes Yes No Yes No
      Compliance Pending Applications No Yes Yes No Yes No
      Compliance Document Expiry Monitor No No Yes No Yes No
      Compliance GBSearch PDF No Yes Yes No Yes No
      Compliance Risk Scores Setup No No Yes No Yes No
      Compliance

      Transaction Risk Monitoring

      		 No No Yes No Yes No
      Compliance

      Counterparty Management

      		 No Yes Yes No Yes No

      Counterparties

      		 Vostro Yes Yes Yes Yes Yes Yes

      Counterparties

      		 Counterparties Yes Yes Yes Yes Yes Yes

      Counterparties

      		 Contact Yes Yes Yes No Yes No

      Counterparties

      		 Document Yes Yes Yes Yes Yes Yes

      Counterparties

      		 Contacts Yes Yes Yes No Yes No

      Counterparties

      		 Beneficiary Yes Yes Yes Yes Yes Yes

      Counterparties

      		 Account Settings No No Yes No Yes No

      Counterparties

      		 AngTableExportCSV Yes Yes Yes Yes Yes Yes
      Finance Real-Time Equity Yes No No No Yes Yes
      Finance Periodic Reconciliation No No No No Yes Yes
      Finance Daily Reconciliation Yes No No No Yes Yes
      FX Blotters FX Trade Blotter Yes Yes Yes Yes Yes Yes
      FX Blotters Treasury Trade Blotter No Yes Yes No Yes No
      FX Blotters Positions Blotter CSV Yes Yes Yes Yes Yes Yes
      FX Blotters Maturity Blotter Yes Yes Yes Yes Yes Yes
      FX Blotters Margin Monitor Yes Yes Yes Yes Yes Yes
      FX Blotters Inventory Account No Yes Yes No Yes Yes
      FX Blotters Client Position Blotter Yes Yes Yes Yes Yes Yes
      FX Blotters Daily Position Blotter Yes Yes Yes Yes Yes Yes
      FX Orders Hedge Providers No No No No Yes Yes
      FX Orders FX Order Monitor No No No Yes Yes Yes
      FX Orders New FX Order No Yes No Yes Yes No
      Home Dashboard No No Yes Yes Yes Yes
      Messaging Outbound Messages Yes No Yes Yes Yes Yes
      Messaging Inbound Exceptions Yes No Yes Yes Yes Yes
      Notification Messages No Yes Yes Yes Yes No
      Notification Message No Yes Yes Yes Yes No
      Notification New Message No Yes Yes Yes Yes No
      Other Data Nostros Yes No Yes Yes Yes Yes
      Other Data FX Orders No No Yes Yes Yes No
      Other Data Documents Yes Yes Yes No Yes No
      Other Data Vostros Yes Yes Yes No Yes Yes
      Other Data Cashflows Yes No Yes Yes Yes Yes
      Reporting FX Statements Yes No Yes Yes Yes Yes
      Reporting FX Statements PDF Yes Yes Yes Yes Yes Yes
      Reporting Vostro Monitor Yes Yes Yes No Yes Yes
      Reporting Custom Reports Yes No Yes No Yes Yes
      Reporting Transaction History Yes Yes Yes Yes Yes Yes
      Settlements

      Fx Counterparty Summary

      		 Yes Yes Yes Yes Yes Yes
      Settlements Settlement Processor Yes Yes No No Yes Yes
      Settlements Payments Dashboard Yes No Yes No Yes No
      Settlements Adjustment Yes No Yes No Yes No
      Settlements Cashflow Export Yes No Yes No Yes No
      Settlements LP Settlement Report Yes No No No Yes Yes
      Settlements Bank Accounts Yes No Yes Yes Yes No
      Settlements Single Counterparty CSV Yes No Yes No Yes No
      Settlements New Bank Account Yes No Yes No Yes No
      Settlements Payment Yes No Yes No Yes No
      Settlements Process Cashflow Yes Yes Yes No Yes No
      Settlements SSI PDF Yes Yes Yes Yes Yes Yes
      Settlements Single Counterparty PDF Yes No Yes Yes Yes Yes
      Settlements Beneficiaries Yes Yes Yes Yes Yes Yes

      System Admin

      		 Branding Templates Yes No No No Yes No

      System Admin

      		 Admin No No Yes No Yes Yes

      System Admin

      		 Books No Yes No No Yes No

      System Admin

      		 Brokers No Yes Yes No Yes No

      System Admin

      		 My Settings Yes Yes Yes Yes Yes Yes

      System Admin

      		 New Entity No No Yes No Yes No

      System Admin

      		 Profile Management No No Yes No Yes No

      System Admin

      		 User Management No No Yes No Yes No

      System Admin

      		 Currency Pair No No No No Yes No

      System Admin

      		 Currency Pairs No No Yes No Yes No

      System Admin

      		 User Yes Yes Yes No Yes No

      System Admin

      		 x - Logout Yes No Yes Yes Yes Yes

      System Admin

      		 Entity Settings No No No No Yes No
      Trading Trade Search Yes Yes Yes Yes Yes Yes
      Trading Trade Entry Yes Yes No Yes Yes Yes
      Trading Spread Groups Yes Yes No Yes Yes Yes
      Trading Rollovers No Yes Yes Yes Yes Yes
      Trading Trade Search No No No No Yes No
      Trading FxEntryRouter Yes Yes Yes Yes Yes Yes
      Trading Fx Ticket Yes Yes Yes Yes Yes Yes
      Trading Drawdown/Rollover No Yes Yes Yes Yes Yes
      Trading Activity Log Yes Yes Yes No Yes Yes
      Trading 1 For 1 Deal Entry No No Yes Yes Yes Yes
      Trading Swap Entry Yes No No Yes Yes Yes
      Trading Swap Entry (Single Leg) No No No No Yes No
      Trading Trade on Behalf Yes Yes No No Yes Yes
      Trading Trade Entry (Single Leg) Yes Yes No Yes Yes Yes