POA - Powers of Attorney
Different types of Powers of Attorney
In Bricknode Broker there are four different types of powers of attorney.Â
View
Trade
Full
Inactive
Set POA for a customer account for an Advisor to manage
From Admin
Go to the top section and choose User Management.
Select the customer and go to the tab Account Overview.Â
Choose the account which the POA is to be created for.Â
Use the action menu, to select the POA option.
Â
An Add POA pop-up ticket appears on the screen.
Click the Choose button.
Â
A Choose pop-up ticket appears on the screen.
Choose the advisor that will manage the account.
Â
The Add POA pop-up ticket appears on the screen again.
Choose the right type of POA in the field POA type.
You can also select to set the partner as a reseller for the account and the customer.
Â
To see the power of attorney for the customer, go to the tab POA.
The POA, Issued Powers of Attorney, shows that it is the customer that has issued the power of attorney.Â
To see the Power of Attorney for the Advisor go to the top section and choose User Management.
Choose Partner and navigate to the tab POA.
The POA, Received Powers of Attorney, describes that it is the advisor that has received the power of attorney.
Â
From Advisor/Partner
A back-office user with admin rights has created a POA for Advisor1 covering Account1 for Customer1.
The Advisor logs in with its credentials and receives the POA rights that the back office user has created for the customer account.
The advisor is presented with a Dashboard overview where new accounts are shown.
Â
The permission levels differs for what an Advisor can see compared to a user of the back office interface.
The advisor user called Advisor1 has "Full" POA permission as shown in the image below.
The advisor is able to perform actions shown in the action menu.
Â
Advisor/Partner levels
POA type - Full
Customer
View Customer Overview
Create new customer
Customer details
Files uploaded for the customer
List usersÂ
Filter on specific parameters, as for example name, customer no, email address and personal number.
Account
Create account application
List accounts
View customer overview, analysis, orders and transactions
Account details, positions, reservations, transactions and notes
Order
List its own orders
Orders
Subscription orders
Recurring orders (automatic payment)
Actions
Automatic Payment
Currency Exchange
Trade
Subscribe (Trades)
POA (Advisor 1 in this example can choose to give the coworker other POA permissions)
Account Statement
Edit
Remove
Add-on enabled (only in use if activated)
Buy Mutual Fund (MFEX)
Only possible to use if the Add-on is activated.Â
Â
POA type - View
Advisor2 has POA permission View, shown in the image below.Â
The Advisor is able to perform actions shown in the action menu.
Customer
View Customer Overview
Create new customer
Customer details
Files uploaded for the customer
List usersÂ
Filter on specific parameters, as for example name, customer no, email address and personal number.
Account
List accounts
View customer overview, analysis, orders and transactions
Account details, positions, reservations, transactions and notes
Order
List its own orders
Actions
Account Statement
Â
POA type - Trade
Advisor3 has POA permission Trade, shown in the image below.Â
The Advisor is able to perform actions shown in the action menu.
Customer
View  Customer Overview
Create new customer
Customer details
Files uploaded for the customer
List usersÂ
Filter on specific parameters, as for example name, customer no, email address and personal number.
Account
List accounts
View customer overview, analysis, orders and transactions
Account details, positions, reservations, transactions and notes
Order
List its own orders
Orders
Subscription orders
Recurring orders (automatic payment)
Actions
Trade
Subscribe (Trades)
Account Statement
Add-on enabled (only in use if activated)
Buy Mutual Fund (MFEX)
Only possible to use if the Add-on is activated.Â
POA type - Inactive
A POA is able to be inactivated if the permission is changed for a customer or an advisor.
Â
To inactivate a POA permission choose the user which is associated with the POA.
Go to the top section and choose User Management.
Select the customer and go to the tab Power of attorney.Â
Use the action menu and choose Edit.
In the drop down menu choose Inactivate.
Press the Confirm button.
The POA permission is de-activated.
Â
© 2009 - 2023 Huddlestock Technologies AB All rights reserved | Huddlestock Terms of use | Support portal