Overview

FCR User Admins are responsible for managing user access to the Docs system on the Accelerate platform. This includes:

Creating new users
Updating user information
Assigning or removing permissions
Managing email notification settings
Deactivating users when access is no longer required

As of February 23, 2026, all FCR user administration activities are managed through User Hub.

In This Article

Add a New User
Assign User Permissions
Update an Existing User
Configure Email Notifications

Note: User management for the Docs Give-Up Agreement (GUA) service is covered in the separate article: Adding-New-Users-and-or-Permissions-for-Docs

Add a New User

Step 1: Open User Administration

Log in to Accelerate.
Select User Hub in the upper-right corner.
Choose Administration.

Step 2: Create the User

Select Add User.
Ensure the User Type is set to End User.
Complete the user details.

Required fields:

First Name
Last Name
Email Address

Optional fields:

Address
Phone Number
Fax Number
Company Name

Important: Company Name is optional. User access is determined by the permissions assigned in the next step.

Step 3: Review the User Account Name

The system automatically generates a User Account Name based on the user's first and last name.

Important: The User Account Name can only be edited during initial user creation. After the account is created, it cannot be changed.

Step 4: Save the User

Select Add User.
A confirmation message, "New user added successfully", will appear.

Email Verification

After the user is created:

The account will appear as Active.
Security Questions will not yet be configured.
A warning icon will appear next to the email address.

This indicates that a verification email has been sent from:

userhub.support@fia-tech.com

The user must verify their email address before they can access the system.

Note: Verification links expire after 24 hours. An administrator can resend the verification email if needed.

Assign User Permissions

After creating the user, configure their permissions from the User Roles section.

Understanding the Permission Structure

Permissions can be assigned at three levels:

Institution
Party
Party Role

Expand or collapse sections using the arrow next to the Institution or Party name.

This allows administrators to grant access broadly across an institution or limit access to specific parties and roles.

Remember: Select Save after making any permission changes.

Role	Description
FCR Viewer	Provides view-only access to FCR documents. This role is automatically included when users are assigned Composer or Approver permissions.
FCR Composer	Allows users to: Create new FCR documents Add and edit rate schedules Amend existing FCR documents Submit documents for approval
FCR Edit Document Notes	Allows users to edit the MEMO section of an FCR document, including: Sales contact information Internal notes Document-specific comments
FCR Account Composer	Allows users to edit the Accounts workstream.
FCR Approver	Allows users to approve FCR documents during: Internal Review Counterparty Review
FCR Rates Template Maintainer	Allows users to: Create rate schedules Attach rate schedules to documents
FCR User Admin	Allows users to manage other users' access and permissions within their organization. Best Practice: Maintain at least two FCR User Admins at all times to ensure administrative coverage during absences or employee departures.
FCR Party Admin	Allows users to manage party-level settings. For Client Parties Global Exchange Membership settings Approved Broker Lists For Broker Parties Default Notes Default Interest Rate settings
FCR API User	Used only for API service accounts and not individual user profiles. This permission allows API accounts to connect to and interact with the FCR API.

Save Permissions

Once permissions have been assigned:

Select Save.
Configure Email Notifications (optional) from the Email Settings section.

Update an Existing User

To update an existing user's permissions:

Navigate to User Hub → Administration.
Enter the user's name or email address in the Search User field.
Select Search.
Open the user's profile.
Make the required permission changes as described above.
Select Save.

Additional User Management

The following actions must also be performed through User Hub:

Update a user's email address
Deactivate a user account

Configure Email Notifications

FCR User Admins can control which system notifications users receive.

By default, users do not receive FCR email notifications.

Enable Email Notifications

Navigate to Users & Parties → Manage Users.
Search for the user.
Select the user's Account Name.
Open the Email Settings tab.
Select the desired FCR email notifications.
Select Save.

The user will begin receiving notifications for the selected FCR events.

Tips and Best Practices

✅ Keep at least two FCR User Admins assigned at all times.

✅ Verify that new users complete email verification before troubleshooting login issues.

✅ Assign permissions at the lowest appropriate level to maintain proper access controls.

✅ Review inactive users periodically and deactivate accounts that no longer require access.

Articles in this section

FCR User Management