Using the Main Menu

Use the Menu to open the Users window, find a user, log out, and access Clearing Member View help content.

 

  1. To access the main Menu:

From the main window, click the menu icon.

Click any Menu item:

  • Users - Displays a list of users with an assigned company account.
  • Mobile Permissions - Limits or prevents specific user accounts from viewing and managing orders.
  • Find User - Searches for users via the User or Company Name you enter.
  • Open Help - Opens the Clearing Member View Help system.
  • Logout - Exits the Clearing Member View.