The following section details the process of adding or deleting a user.
If you need to add, change or delete Portal users for your company's account, please send an email to HilltopMoneyFundPortal@treasurycurve.com with the following:
User Name
User Email
Mobile Phone Number (for 2 Factor Authentication)
Add / Change / Delete
User Authorization (see options below)
The email must be sent from a current, authorized Account Administrator.
The Portal supports four distinct user types.
View Only
- Grants view-only access to fund dashboard with metrics (e.g. fund yields, tickers, dividend factors) and transaction history.
- No trading ability or fund selection authority.
Trader
- Same access as Viewer, but with the addition of trading capability.
Trade Approval
- Can approve trades placed by User (if 'User/Approver' functionality enabled during Company setup).
Account Administrator
- Can place trades and approve trades entered by another User.
- Administrators cannot approve their own trades.