--- title: Understanding User Management description: An administrator can set entity and page access on a user level. This gives the administrator more flexibility and control over the information in Kooltra. To set the page access at the user level, go --- [Skip to content](https://help.kooltra.com/knowledge-base/understanding-user-management#main-content) English Show submenu for translations [Customer portal](https://help.kooltra.com/client-portal?hsLang=en) ![Kooltra\_Logo\_Green\_Eggplant\_RGB-1](https://help.kooltra.com/hs-fs/hubfs/Kooltra_Logo_Green_Eggplant_RGB-1.webp?width=200&height=67&name=Kooltra_Logo_Green_Eggplant_RGB-1.webp) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://help.kooltra.com/client-portal) - [Go to Kooltra Platform](https://kooltracore.cloudforce.com/) [Go to Kooltra Platform](https://kooltracore.cloudforce.com/) Search the knowledge base - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.kooltra.com/knowledge-base?hsLang=en) 2. [Getting started](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en) 3. [Entity Setup](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en#entity-setup) # Understanding User Management An administrator can set entity and page access on a user level. This gives the administrator more flexibility and control over the information in Kooltra. To set the page access at the user level, go to **x-System \> User Management** in the navigation pane.   When you access User Management, you will see the **Users** card. This card gives you details about all of the users in Kooltra. This card can be sorted by clicking on any of the table headers. There is also a More button (highlighted in blue) that allows you to export the user card into an Excel csv. ![](https://help.kooltra.com/hs-fs/hubfs/Screenshot%202025-05-08%20at%201-01-47%E2%80%AFPM-png.png?width=688&height=225&name=Screenshot%202025-05-08%20at%201-01-47%E2%80%AFPM-png.png) ### Updating a User’s Profile and Access Permissions To update entity and page access, click a user's first name in the Users card. This opens the individual user settings page.  ![](https://help.kooltra.com/hs-fs/hubfs/Screenshot%202025-05-08%20at%202-05-38%E2%80%AFPM-png.png?width=688&height=384&name=Screenshot%202025-05-08%20at%202-05-38%E2%80%AFPM-png.png) #### Profile Card On the Individual user settings page, you can change the user’s profile by selecting a new option from the dropdown menu in the Profile Card and then clicking the **Update** button to save the change. #### Entities Card To modify the entities the user can access, check or uncheck the boxes next to each entity name as needed in the Entities Card. #### Pages Card Similarly to entities, you can manage which pages the user can access by checking or unchecking the boxes beside each page. It's important to note that users who share the same profile can still have different access to entities or pages depending on how their individual settings are configured.  To associate new pages with a profile, refer to the [**Understanding Profile Management**](https://help.kooltra.com/knowledge-base/understanding-profile-management?hsLang=en) article for instructions on assigning pages to a profile. After pages have been added to the profile, return to the **User Management** page. At the top of the **Pages Card**, click **Add New** to load the newly assigned pages. You can then select the appropriate pages to grant access to the user. Lastly, click **Save** to apply your changes.   - [Getting started](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en#main-content) - [Kooltra Access](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en#kooltra-access) - [Knowledge Resources](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en#knowledge-resources) - [Entity Setup](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en#entity-setup) - [Client Journey at a Glance](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance?hsLang=en#main-content) - [Onboarding and Client Setup](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance?hsLang=en#onboarding-and-client-setup) - [Trading and Settlements](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance?hsLang=en#trading-and-settlements) - [Counterparty Management](https://help.kooltra.com/knowledge-base/counterparty-management?hsLang=en#main-content) - [Counterparty Setup & Management](https://help.kooltra.com/knowledge-base/counterparty-management?hsLang=en#counterparty-setup-management) - [Counterparty Overview](https://help.kooltra.com/knowledge-base/counterparty-management?hsLang=en#counterparty-overview) - [Beneficiaries](https://help.kooltra.com/knowledge-base/counterparty-management?hsLang=en#beneficiaries) - [Data Importing](https://help.kooltra.com/knowledge-base/counterparty-management?hsLang=en#data-importing) - [Trading & Trade Management](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#main-content) - [Trade Creation & Management](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#trade-creation-management) - [Spread Groups](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#spread-groups) - [Trade Blotters](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#trade-blotters) - [Trade Matching](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#trade-matching) - [Order Creation & Management](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#order-creation-management) - [Cash Management](https://help.kooltra.com/knowledge-base/cash-management?hsLang=en#main-content) - [Cashflows & Adjustments](https://help.kooltra.com/knowledge-base/cash-management?hsLang=en#cashflows-adjustments) - [Account Balances](https://help.kooltra.com/knowledge-base/cash-management?hsLang=en#account-balances) - [Settlements](https://help.kooltra.com/knowledge-base/cash-management?hsLang=en#settlements) - [Reconciliation](https://help.kooltra.com/knowledge-base/cash-management?hsLang=en#reconciliation) - [Reporting](https://help.kooltra.com/knowledge-base/reporting?hsLang=en#main-content) - [Custom Reports](https://help.kooltra.com/knowledge-base/reporting?hsLang=en#custom-reports) - [Confirmations & Documentation](https://help.kooltra.com/knowledge-base/reporting?hsLang=en#confirmations-documentation) - [Compliance](https://help.kooltra.com/knowledge-base/compliance?hsLang=en#main-content) - [Regulatory Reporting](https://help.kooltra.com/knowledge-base/compliance?hsLang=en#regulatory-reporting) - [Client Onboarding & KYC](https://help.kooltra.com/knowledge-base/compliance?hsLang=en#client-onboarding-kyc) - [Transaction Risk Monitoring](https://help.kooltra.com/knowledge-base/compliance?hsLang=en#transaction-risk-monitoring) - [Risk Management](https://help.kooltra.com/knowledge-base/risk-management?hsLang=en#main-content) - [Client Margin](https://help.kooltra.com/knowledge-base/risk-management?hsLang=en#client-margin) - [Trading Limits](https://help.kooltra.com/knowledge-base/risk-management?hsLang=en#trading-limits) - [Credit Engine](https://help.kooltra.com/knowledge-base/risk-management?hsLang=en#credit-engine) - [Payments Portal](https://help.kooltra.com/knowledge-base/payments-portal?hsLang=en#main-content) - [Trading & Cash Management](https://help.kooltra.com/knowledge-base/payments-portal?hsLang=en#trading-cash-management) - [Beneficiaries](https://help.kooltra.com/knowledge-base/payments-portal?hsLang=en#beneficiaries) - [Dealer Intervention](https://help.kooltra.com/knowledge-base/payments-portal?hsLang=en#dealer-intervention) - [Blotters & Reports](https://help.kooltra.com/knowledge-base/payments-portal?hsLang=en#blotters-reports) [![Kooltra\_Logo\_Green\_Eggplant\_RGB-1](https://help.kooltra.com/hs-fs/hubfs/Kooltra_Logo_Green_Eggplant_RGB-1.webp?width=200&height=67&name=Kooltra_Logo_Green_Eggplant_RGB-1.webp "Kooltra_Logo_Green_Eggplant_RGB-1")](https://help.kooltra.com/?hsLang=en) kooltra.com Help Center Copyright © 2026, Kooltra, Ltd