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User Management

Administrators manage user access through the Management Panel.

Inviting users​

  1. Navigate to Management Panel → Users
  2. Click Invite User
  3. Enter the user's email address
  4. Select their entity assignment
  5. Assign roles (Trader, Market Maker, Credit Officer, Admin)
  6. Send the invitation

The user receives an email with instructions to accept the invitation and set up their account.

Managing existing users​

From the Users panel, you can:

  • View user details — entity, roles, last login
  • Modify roles — add or remove role assignments
  • Deactivate — disable a user's access without deleting their account

Role permissions​

RoleTradingCreditAdminExcel Add-in
TraderPlace/cancel ordersView own entityNoNo
Market MakerPlace/cancel ordersView own entityNoFull access
Credit OfficerView onlyManage limitsNoNo
AdminFull accessFull accessFull accessFull access