Trading Groups

This page is where you create and manage trading groups: the teams that share access to certain trading accounts, with members and roles (who can trade, who can only view). Use it to define teams, attach accounts, add or remove members, change roles, and delete groups. Trading Groups allow you to set up groups/teams/departments for different members within your organization.

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Group Settings (editing a group)

Members Tab

• Lists all members of the group: name, email, role, permissions (Trade / View), joined date, status (e.g. active or locked).

• Add Member – Opens a dialog to pick a user and set their role/permissions for this group.

• Per member: Edit (change role/permissions), Remove (confirm to remove them from the group only; the user account stays).

Exchange Accounts Tab

• Lists trading accounts (account name) linked to this group, grouped by exchange.

• For each account there is a associated tread username that connected the account.

• Filters: search by account name; filter by Owner; filter by exchange (checkboxes).

• Add Account – Opens a selector to attach more trading accounts to the group (same style as in Create: search, select by exchange/owner, confirm).

• Remove (per account) – Unlinks that account from the group (with confirmation). The account still exists; it’s just no longer in this group.

Group Details Tabs

• Group name and description (read-only here unless you use Edit).

• Created date.

• Edit – Opens a small form to change name and description only; save to apply.

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Roles and permissions (quick reference)

When you add or edit a member, you set their role (or the two permissions directly):

• Trader – Can trade and view on this group’s accounts.

• Viewer – Can view only (no placing or changing orders).

• Isolated trader – Can trade but cannot see other members’ activity on these accounts.

See the Glossary for full definitions of these terms.