- Every User object has a "type" that indicates its primary purpose
- In most cases, you will create
Customers allowed to open a brokerage account, or a direct activity in someone else's account
Users allowed read-only access to an account, which is managed by someone else. Typically used for under-18 customers setup by a parent.
- Each user has a current status
- The below table explains the different statuses and when it's appropriate to use them
User is pending approval