Each CAST user has associated permissions – set by the FCM – for viewing, modifying, adding, and removing information.
There are four categories of permissions, and each category has sub-categories:
•Account Management: account, complex accounts, customer, trader, sales series, and other.
•Administration: trader, CAST user, order, FCM, other, and commodity.
•Customer Service: account, trader, order, and other.
•Risk Management: account, trader, and FCM.
The set of available permissions depends on the CAST user scope based on type of user:
|
Type of user |
Scope |
|
Gateway Administrator (CQG only) |
access to all customers, accounts, traders, sales series, and CAST users |
|
FCM Administrator |
access to the customers, accounts, traders, sales series, and CAST users that are associated with a particular FCM(s) |
|
Sales Rep |
access only to accounts assigned to the sales series |
If you attempt to save a modified a page without the necessary permission, a message is displayed above the Refresh button on the CAST window.
For security reasons, you are not able to change your own information or permissions in CAST.
Only administrators can change permissions.
To set CAST permissions
1. Go to CAST Users > CAST Permissions.
2. Click the tab for the set of permissions you want to change.
3. Check boxes to allow the action, unselect boxes to prohibit the action.
4. Click Save.
Permissions associated with this page
CAST Users > CAST Permissions > Administration > CAST User > View User Permissions
CAST Users > CAST Permissions > Administration > CAST User > Modify User Permissions