User Roles and Permissions

Harmoney has roles and permissions for various tasks that a user can do on DART. By default, all logged in users can access Chat.

Requesting Access

There are three ways to request access:

  • Reach out to your organisation's OpsAdmin to provide the required access. Refer to Managing user roles page for details.
  • Email our support team at [email protected]
  • Raise request via support portal on the dashboard

Types of Permissions by Role

This table gives an overview of the roles and associated permissions. OpsAdmins can decide which access should be granted to a user in their company. A user can have multiple roles.

Permission

OpsAdmin

Dealer

Viewer

Compliance officer

Back office (for brokers only)

Trade Execution

✖️

✖️

✖️

Confirm Ticket/Consideration

✖️

Only own trades

✖️

✖️

✖️

Blotter Access

✖️

Only own trades

View Only

✖️

Only own trades

Security Reference Data

✖️

✖️

✖️

Manage Exchange Integration

✖️

✖️

✖️

✖️

Surveillance

✖️

✖️

✖️

✖️

Can view brokerage of other members of the team

✖️

✖️

✖️

✖️