User Roles and Permissions

Harmoney has roles and permissions for various tasks that a user can do on DART

By default, certain features are available to everyone who has an active login to Harmoney. These include:

  • Chat
  • Creating a ticket
  • Security reference data and price/yield calculator

Requesting Access

There are three ways to request access:

  • Email our support team at [email protected]
  • Raise request via support portal on the dashboard
  • Coming soon - Admin portal

Types of Permissions by Role

This table gives an overview of the roles and associated permissions. Admins of the account can note this to decide which access should be granted to a user in their company.

Permission

Admin

Trade Reviewer

Dealer

Viewer

Chat

Trade Execution

✖️

Confirm Ticket/Consideration

Only own trades

✖️

Blotter Access

Only own trades

View Only

Security Reference Data

Inventory

✖️

Manage Exchange Integration

✖️

✖️

✖️