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Broker Settings

Setting dealer desk permissions

Assign roles for order monitoring, manual intervention, spread markup, and client group visibility.

In ActDealer, permissions are role-based. Create roles before assigning users - typical roles include Viewer, Dealer, Senior Dealer, and Admin.

Separate desks by asset class or region. Restrict manual intervention to senior dealers. Enable four-eyes approval for large notional overrides where your jurisdiction requires it.

Want to see it
on your own desk?

We’ll set up a walkthrough around your markets, your clients and the tools your team runs every day.