Updated access roles for your employees

Historically, Saxo controlled the access of employee users by which platform the individual had access to. This was managed by assigning the relevant access profile during creation. 

• View only users had access to Webconnect/Monitor
• Trading users had access to the trading platforms such as SaxoTraderGO or PRO 

We are now moving towards a more granular authorisation framework where the rights of each employee are controlled at the user level of the logged-in user. 

The way this is done is via “Roles”. A Role outlines what the individual user is allowed to do within a platform (trading, creating cases, electing on corporate actions, viewing client data). This means it will, in the future, be possible for each partner to precisely control what actions an individual employee can perform once they are logged into a platform. 

The transition to this framework will come in a number of steps and there will be several changes in the near future. None of these changes will change what can be done by your employees. 

Change 1: Automatic assignment of roles to employees of partners 

Shortly, we will assign your employees users one of these two roles.  

• “UserRole.Partner View Only”
• "UserRole.Partner Authorized Dealer” 

The assignment depends on whether the user today has access to a trading platform such as GO/PRO or whether the user can only view client data in WebConnect/Monitor. 

Users with already assigned roles will NOT be affected by this change. Going forward, partners are expected to assign a role when requesting new users for their employees. If a role is not assigned, one will be assigned by Saxo within 24 hours. 

If an employee user is not assigned a role, the employee will be able to place orders if an access profile allows access to a trading application. 

Change 2: New form for requesting employee users  

The existing form to request a new authorised dealer or back-office user will be replaced in the coming weeks with a single new form where you will be required to specify a role for each user. 

Change 3: Enabling of SaxoPartnerConnect 

These changes allow us to roll out our new partner-facing platform, SaxoPartnerConnect, to our partners during the next year. SaxoPartnerConnect will service both trading and non-trading users within the same interface, and in the coming years we will align our partner-facing interfaces within this new platform. 

We will provide additional separate communication around the roll-out of SaxoPartnerConnect soon.