# Multi-Roles

### Do you offer multi-roles for my account?

Yes, we do. It is available by clicking on your name in the top right corner and navigating to Users and Roles.

### How to add a new user to my account?

1. Click on your account name (top right-hand corner)
2. Click on "Users and Roles"
3. Click “Add new user”
4. Specify the user name and the email. Proceed by clicking on "Select permissions"
5. Select the permissions for the user
6. Click on "Create new user" &#x20;

### Which roles may I choose for the account?

You have the option to select roles available to your employee from the list. Keep in mind that you may select multiple roles and have the right to change them on demand.&#x20;

**View-mode** - the user will be able to view all the tabs on the platform. However, will be unable to perform any actions. This is a default option

**Trading** - the user will be able to execute trades

**Trading limits** - the user will be able to adjust and change trading limits

**Settlement operations** - the user will be able to view open positions and control the settlement process, including committing to transactions, creating them, and making requests for settlement

**API Keys** - provides the rights to issue new API keys for the account and delete current ones.

**User management** - will provide rights to add and delete users, and control existing ones, excluding your master account

### Is View Mode the default option?

Yes, it is. &#x20;

### What API methods each role has access to? <a href="#title-text" id="title-text"></a>

{% tabs %}
{% tab title="View Mode (Any user)" %}
Role name in API: **READ\_ONLY**

**Available methods for this role:**

* keys
* getUser
* getUsers
* dealHistory
* settlementHistory
* subaccountsSettlementHistory
* settlementTransactionHistory
* subaccountsSettlementTransactionHistory
* getClientData
* sendTakerInviteLink
* cancelInviteLink
* getInvitesList
* getSignatoryData
* book
* getUsername
* instruments
* climits
* cAssetLimits
* cShortSalesBan
* cSubaccountsShortSalesBan
* instrumentsWhitelist
* instrumentMarkups
* positions
* settlementRequests
* subaccountsSettlementRequests
* settlementTransactions
* subaccountsSettlementTransactions
* getSubaccounts
* subaccountsLimits
* subaccountsDealHistory
* subaccountsAssetLimits
* getClientType
* getCounterpartyInfo
  {% endtab %}

{% tab title="API keys" %}
Role name in API: **ALLOW\_API\_KEY\_MANAGEMENT**

**Available methods for this role:** everything in View Mode plus:

* addKey
* delKey
  {% endtab %}

{% tab title="User management" %}
Role name in API: **ALLOW\_USER\_MANAGEMENT**

**Available methods for this role:** everything in View Mode plus:

* addUser
* delUser
* updateUserAccessRights
  {% endtab %}

{% tab title="Trading" %}
Role name in API: **ALLOW\_TRADING**

**Available methods for this role:** everything in View Mode plus:

* add
* mod
* del
* delAll
* voiceTrade
* liquidationTrade
  {% endtab %}

{% tab title="Settlements" %}
Role name in API: **ALLOW\_SETTLEMENTS**

**Available methods for this role:** everything in View Mode plus:

* addIncomingSettlementRequest
* delIncomingSettlementRequest
* delIncomingSettlementCPRequest
* addOutgoingSettlementTransaction
* addIncomingSettlementTransaction
* sendOutgoingSettlementTransaction
* sendSettlementTransaction
* delOutgoingSettlementTransaction
* delSettlementTransaction
* commitIncomingSettlementTransaction
  {% endtab %}

{% tab title="Limits" %}
Role name in API: **ALLOW\_LIMITS\_MANAGEMENT**

**Available methods for this role:** everything in View Mode plus:

* setCLimit
* delCLimit
* setCAssetLimit
* delCAssetLimit
* setShortSalesBan
* delShortSalesBan
* enableTrading
* disableTrading
* setInstrumentsWhitelist
* enableInstrumentsWhitelist
* disableInstrumentsWhitelist
* addInstrumentMarkups
* delInstrumentMarkups
* setSubaccountLimit
* delSubaccountLimit
  {% endtab %}

{% tab title="Sub-accounts" %}
Role name in API: **ALLOW\_SUBACCOUNTS\_MANAGEMENT**

**Available methods for this role:** everything in View Mode plus:

* sendSubaccountInvite
* disableSubaccount
* enableSubaccount
  {% endtab %}
  {% endtabs %}

As you can see from the above, all roles also have access to all methods available to the "View Mode" access level.

### My employee needs to reset the 2FA or password, what should I do?

You would need to delete the user and then add them again.

<div><figure><img src="/files/E8H3Jic2yjmZyCEutoIu" alt=""><figcaption></figcaption></figure> <figure><img src="/files/ZXjCpojuZFLWaYmg0ews" alt=""><figcaption></figcaption></figure></div>

1. Open 'Settings' section -> 'Users and roles'
2. Find the employee who needs the reset
3. Click Edit
4. Press on the Bin Icon
5. Confirm the deletion
6. Add new user


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://faq.finerymarkets.com/product-features/control-center/multi-roles.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
