Managing User Entitlements

The following procedure describes the process to perform a search then modify scope or entitlements from the search results page.

To view and manage available application entitlements and front / middle / back office details, refer to BrokerTec, EBS or Futures & Options application roles

  1. To manage entitlements:
  1. From the Customer Center Administration menu, select User Administration.
  1. On the main Search Entitlements page perform a search and select a User ID from the list.
  1. Select a User ID (to perform additional actions), expand the Scope.
  1. User ID Actions

  • Add Entitlement
  • Copy Entitlements: Copies entitlements from the selected user to a new user.

Prior to copying, the new user must have a valid CME Group Login, then select the User and Profile, which applies the selected user's entitlements for the new user.

Copy requests require approval by admin managers.

  • Revoke All: Deletes all entitlements for the selected user.
  • Export: Save user entitlement details in an Excel compatible file.
  • View Scope:  Individual Request Center Entitlements can be deleted by expanding the Scope then clicking the delete (x) icon.
  • Select Profile: View the user profile in a pop-up dialog
  1. Scope Actions

  • Status: 
  • Select Profile: View the user profile in a pop-up dialog
  • Delete:  x Individual entitlements can be deleted (x).
  • Edit: Add/Edit assigned entity.
  • Make Pending/Active: Temporarily deactivate the user's listed entitlement(s).

To reactivate pending users, select the thumb up () icon.

  • Revoke:  : From the Actions column, select to remove an entitlement (including all Scope details).

This requires confirmation of the deletion / revocation.

Requests may require confirmation and/or Admin Manager approval, including selection from a dialog and/or entering your CME Group Login ID password.

  1. An email confirmation and update on the My Requests page may occur.