Overview

For all parties using the Docs system on the Accelerate platform, FCR User Admins are responsible for user account management. This includes: the creation of new users, assigning and updating contact details and permissions for existing user profiles; as well as selecting email notification settings.  As of February 23, 2026, adding new FCR users and permissions, as well as updating permissions for existing users can be done in the User Hub. 

1. Adding a New User
2. Update an Existing User
3. Email Notification Settings

Information on how to manage users for the Docs Give-Up Agreement service can be found in Adding New Users and/or Permissions in Docs.

Adding a New User

To add a new user, navigate to User Hub in the upper right corner of Accelerate, and select 'Administration'. 

On the Administration page, select the green "Add User" button on the right side. 

Make sure the 'User Type' says 'End User'.  The only mandatory fields to enter are First Name, Last Name and Email Address, but other information (address, phone/fax, etc.) may be added if needed. The company name may also be listed here, but is not necessary, as the user permissions added in the next step will identify the institution and party or parties the user has access to. 

The system will automatically create a User Account Name for the user based on a combination of their first & last names.  Please note that the User Account Name may only be changed/edited when first creating the user on this page. Once the account is created, the User Account Name cannot be updated. 

Once all details are populated, select the green 'Add User' button on the bottom right. 

If user creation is successful, a 'New user added successfully' will pop up on the User Details page.

On the User Details page, you will see that the user is Active, the Security Questions have not been set (as indicated by the x), and the email address has a warning triangle next to it. This indicates that the user has been sent a verification email from userhub.support@fia-tech.com to verify their email address before they are able to access the system. 

Note: The verification email will expire in 24 hours, but may be sent again by an Admin, as shown below. 

Selecting User Permissions

Under the User Roles section will be the Docs tab. This is where a party Admin may add specific Docs permissions for the user to take specific actions on GUAs. 

Listed at the top will be the Institution, which is the overarching umbrella. Then, the party or parties tied to the Institution are listed, as well as the roles each of these parties operate in. The little arrow outlined in blue next to the Institution and Party names shown below allows the section to be expanded or closed. This gives the Admin the ability to assign user permissions at the Institution level, the individual party level, as well as the individual party role level. 

Roles can be added by selecting the tick boxes in the columns to the right of the entity names. Any changes or updates must be saved before navigating away from this screen.

FCR User Permissions are selected here. Permissions can be applied for all Parties within an Institution or applied per Party within an Institution.

• FCR Viewer: View access only to documents. This role is added by default to all users with the Composer and Approver user roles.
• FCR Composer: Initiate new FCR Document, add and edit rate schedules on documents, amend existing FCR documents to edit the rates, send document for approval
• FCR Edit Document Notes: Edit the MEMO section of the FCR document. This includes sales contact information and notes for use/detail of the document.
• FCR Account Composer: Edit the Accounts workstream
• FCR Approver: Internal Review and Counterparty Review state approval on FCR Documents
• FCR Rates Template Maintainer: Create and attach rate schedules
• FCR User Admin: Administer user access, responsible for permissioning users within an organization
  • Firms are encouraged to have at least two Administrators permissioned at all times so that Admin actions may be completed if a given Admin is not available or has left the firm. 
• FCR Party Admin: Managing Party settings
  • For "Client" parties this includes managing global exchange membership settings and approved broker list
  • For "Broker" parties this includes managing default Notes and Interest Rate settings
• FCR Api User: Used only on the API accounts not on natural person user profile. Allows the API account to make a call to the FCR API. 

1. Select Save
2. Email Notifications can be set per Party in the Email Settings menu

Update an Existing User

To update an existing user's permissions, navigate to User Hub > Administration > enter the user name or email address in the 'Search user' field and select Search.  Follow the steps above to update permissions. 

Updates to the users email address as well as de-activation of users must be done via UserHub.

Email Notification Settings

FCR User Admins also manage the email notifications received by each user. By default, users are set up to receive no notifications. The setup of notifications is Permission users to receive Email Notification for FCR actions. 

1. Under the Users & Parties menu, select Manage Users
2. Enter user’s name in search box
3. Select Search
4. Select the User Account Name
5. Navigate to the Email Settings tab
6. Check the FCR Email notification to enable for the user (see list of permissions below)
7. Save changes