Multi-Roles
Assign roles to your employees and control access to parts of the system
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 following up with users and roles.
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.
View-mode - the user will be able to view all the tabs on the platform. However, will be unable to perform any actions. This 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.
What API methods each role has access to?
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
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.
Open Users and Roles
Find the employee who needs the reset
Click Edit
Press on the Bin Icon
Confirm the deletion
Add new user
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