8.4Firm traffic light: what does your firm allow?

What is it? For every firm it's on file whether server sync or Companion is allowed, unclear or not allowed – with a source.

What you get

• No connection your firm forbids
• Source to read up on
• A clear note when you should ask first

How it works

1. Start the connection assistant and choose the firm.
2. Read the traffic light and the note below it.

Good to know

• The firm is also detected from the server name.
• Server sync checks the permission again on every run.
• Green = allowed, yellow = unclear (usable only after your confirmation, never recommended), red = not allowed (blocked).
• The traffic light only changes with a source. Existing connections pause on yellow until you confirm and stop on red.

FAQ

My firm shows “unclear”.

Ask your firm's support in writing whether third-party tools with the investor password are allowed.

Related articles

• 2.3 Connection assistant and firm traffic light
• 10.1 Security when syncing