Channel Manager is a central directory where permissions are managed for users, offices and agencies across IQX components. It offers the ability to handle the entitlement of users including producers, brokers, and advisors as well as sales representatives and managers. Roles are designated to specific features and functionality allowing business users to operate independently from IT.

Security is where permission-based roles provide an easy way to configure permissions for users, producers, and respective business rule authorization levels, controlling access to functionality and data. Authority level is defined within user profiles and supports multiple levels of discretionary authority for approving business rules.