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I am my firm's Security Manager. How do I establish a user account for someone else at my firm?

To establish an ORS user account, the Security Manager enters the user's name and some identifying information (e.g., social security number and date of birth) and assigns one of four security levels for the user. These levels are view only, update, file, and Security Manager. The Security Manager for an IB and/or CPO with financial reporting requirements can also assign one of two security levels for users to access the Easy File System: enter, or enter and submit.

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