General description #

The contract authorization for email functionality ensures that two distinct users participate in both the creation and verification of the contract (purchase and sale) before mailing the contract, thus adding an extra layer of oversight.

The contract authorization for email can be enabled using the configuration “contract authorization” in Qbil-Trade. The configuration, when enabled, displays the checkbox “allow email” on the contract screen. This checkbox allows the user to approve a contract for emailing.

Additional Information #

Authorizing contracts created by other users #

The contract authorization access for a user is permission-based; that is, a user with the required permission can only authorise the contracts created by others. The user needs access to the permission “Contract authorization” to authorize and approve the contract (for emails) created by other users. Additionally, the user also needs access to permission “mutations, contract” to authorize the contract.

The “Allow Email” box is greyed out for users who does not have access to the “Mutations, Contract” permission. This means they can’t approve contracts made by other users, so they can’t email such contracts even if they have required permission to email contracts.

Authorising own contracts #

The user with access right to contract authorization can only approve contracts for emails created by others. To approve and email the contracts made by the user themselves, he/she needs access to permission “Mutations, approve own contracts.”

If any changes are made to the approved contracts, after saving the changes the allow email checkbox of the contract is reset. That is, the contract is required to be approved again before mailing, to ensure that any modifications to a contract. Even after initial authorisation, you have to go through a review and approval process again to maintain compliance and ensure that any changes are authorized.