As a broker's team grows, access control becomes an operational necessity rather than a preference. A dealer who manages swaps does not need to see the company's overall P&L. A risk manager monitoring exposure does not need to configure trigger settings. A compliance officer reviewing logs does not need trading permissions. When everyone sees everything, accountability blurs — and the risk of accidental or intentional data exposure grows.
Brokerpilot's user permissions system is built to handle this at any team size. The number of users is unlimited, and a system administrator can create new accounts and assign granular permissions immediately — controlling visibility and editing rights across almost any section of the platform.
Role-based access in practice
Permissions can be configured to show or hide sections based on each employee's function. A dealer who only needs to adjust swaps sees exactly that — not the general P&L dashboard, not trigger configuration, not client group analytics. A senior risk manager can have full visibility. An on-call dealer during off-hours might have read-only access to the sections that matter for their shift.
This is not just about protecting sensitive data. It is about reducing the cognitive load on each role — a cleaner interface with only the relevant sections reduces errors and speeds up response time. For brokers concerned about internal threats, the IP Control trigger adds another layer of protection by monitoring sessions from company IP addresses: anti-fraud and abuse detection.
Full audit log
Brokerpilot maintains a complete log of all user actions. Who processed a notification and when. Who changed swaps. Who modified a trigger's settings and at what time. This log is available without restriction — making it straightforward to reconstruct the sequence of events after an incident, identify who made a specific change, or demonstrate to an auditor exactly what happened and when.
Book a presentation → to see how user permissions and audit logging are configured for a real dealing team.
