Roles & permissions

Granular per-module access · view, create, edit, approve, export · changes are versioned and audited

Roles

10 roles · 23 staff

Presets
Super Admin
85 perms
1
Dealer
17 perms
3
Risk
25 perms
2
Finance
22 perms
2
Compliance / KYC
24 perms
3
Support
16 perms
5
Sales
13 perms
4
IB manager
14 perms
3
Custom
Night desk (custom)
11 perms
2
External auditor (custom)
16 perms
1

Risk

Preset

Exposure, A/B book, stop-outs, abuse and toxic-flow controls.

Priya NairKwame Mensah
2 members·Updated 2026-09-19 by Priya Nair
25/ 85 permissions
Module
View
Create
Edit
Approve
Export
All
Clients
Users, leads, segments
KYC
Queue, documents, AML
Trading
Positions, orders, dealer desk
Config
Groups, symbols, spreads, swaps
Finance
Deposits, wallets, adjustments
Withdrawals
Payout approvals
Partners
IBs, plans, rebates
Social
Copy, PAMM, API keys
Prop
Challenges, funded, payouts
Marketing
Bonuses, contests, promo
Support
Inbox, canned replies
Content
News, legal, emails
Analytics
P&L, cohorts, reports
Security
Audit log, sessions, IPs
Organization
Staff, roles, desks
Brokers
Tenants, billing, flags
Settings
Branding, integrations
Unsaved change Sensitive permissionGranting any action auto-grants View · removing View clears the row.
4-eyes approval

A second approver is required for money-moving actions above the threshold.

$USD
Mask PII

Emails, phones, addresses and document numbers are masked (a••••@mail.com). Reveal is logged.

fatima.al.sayed@mail.com · +971 50 318 4412
Export requires reason

Every CSV/XLSX export asks for a reason code and is watermarked with the staff ID.

EXP-REGULATOREXP-CAMPAIGNEXP-AUDIT
4 sensitive permissions granted: Withdrawals · Approve, Config · Edit, Trading · Edit, Clients · Export. 4-eyes approval is on.