The User Tree provides a comprehensive view of all registered users associated with your account. This feature offers a clear hierarchical structure, allowing you to see which users are linked to which “parent” agents. By using the user tree, you can easily identify the nominated agent for each user, ensuring proper management and oversight. In this context, “parents” refer to the agents responsible for individual users, helping you maintain an organized and transparent account structure.
Heirarchy Access:
- Parent users can access and view all clients registered below them. This includes access to their informations & user data & investments.
- Users registered below, will not be able to access the Parent user’s data