Sub User Access of External Accounts

Sub users can be granted access to external accounts in the same way they are already granted access to accounts.

To add external features to a sub-user, access your profile >> Sub-users:

Select the sub-user to which you wish to grant external permissions. The sub-user information will be displayed:

Select the desired account. An additional window will appear; scroll down to the Transfer In External and Transfer Out External permissions:

Select the options that you would like to grant.

Click Save All Permissions when complete.

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