Glossary

Types of Accounts and Roles

User A person with a tread login to the platform. In the Admin Panel, “user” usually means any account (regular user, staff, or superuser). You create and manage users in Users.

Staff An administrator who can open the Admin Panel and manage users, groups, accounts, risk limits, API keys, and open orders. This is a assigned to a given user.

Superuser An administrator with full control: everything staff can do, plus creating and deleting superusers and (in retail) managing payouts.This is another type that can be assigned to given a user.

Owner (of a trading account) The user who connected that exchange account to the platform. Their username is shown as “Owner” next to the account. Ownership can be moved to another user (e.g. when someone leaves) via Trading Accounts → Migrate to New Owner.

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Groups and membership

Trading group (or group) A named set of users and trading accounts that share access. You use groups to model teams or trading desks: “who is in this team” and “which exchange accounts this team can use.” Each group has a name, optional description, a list of members, and a list of linked trading accounts.

Member / membership A user linked to a trading group with a specific role (see below). One user can be a member of many groups, with different roles in each. “Members” in the Admin Panel means the users in that group and their roles. For example you might have a user in charge of overseeing trades across different trading teams but not permitted to trade. Therefore they could in theory be

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Accounts

Trading account (or exchange account) A single connection to an exchange (e.g. Binance, Bybit, OKX) that the platform can trade on. Each has a name (the label you give it), an exchange, and an owner. Trading accounts are linked to groups so that members of the group can trade or view on those accounts. You see all of them under Trading Accounts and attach/detach them in Trading Groups.

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Permissions and roles (within a group)

Permissions What a member is allowed to do on the trading accounts in that group. The system uses two flags:

• Can trade – Can place and manage orders on the group’s accounts.

• Can view – Can see orders, positions, and activity on the group’s accounts.

A member can have one, both, or neither, depending on their role.

Role A label for a member’s permissions in a group. The Admin Panel uses three roles:

• Trader – Can trade and view. Full access to the group’s accounts.

• Viewer – Can view only. Can see activity but cannot place or change orders.

• Isolated trader – Can trade but cannot view other people’s activity on those accounts. Used when you want someone to trade without seeing the rest of the team’s orders.

When you add or edit a member, you pick a role (or set the checkboxes for “can trade” and “can view”); the role is just a convenient preset for those permissions.

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Other terms you may see

Deactivate (user) Turn off a user’s login without deleting the account. They can no longer sign in. You can reactivate them later. Useful when someone leaves temporarily or you need to revoke access quickly.

Migrate (account) Move ownership of a trading account from one user to another. The account stays the same; only the owner changes. Done in Trading Accounts when someone leaves or hands the account to a colleague.

API key / User API key A token that lets a user (or integration) call the platform’s API. In the Admin Panel, User API Keys lists these tokens and lets you create, refresh, or revoke them (e.g. for your own user or for support).