Team members and roles
Add people to your dashboard and choose what each one can see and do.
Open Team & Access and click Add User.
Adding someone
Enter their email, full name, a password and a role. They sign in with that email.
Roles
| Role | What they can do |
|---|---|
| Read-Only Participant | View only. They cannot add accounts, change settings or close trades. |
| Trading Operator | Day-to-day trading tasks on the accounts they are allowed to see. |
| Manager | Manage accounts and their copy rules. |
| Administrator | Everything on your dashboard, including team members. |
Limiting what they see
- Allowed Copy Routing Groups: they only see accounts in these groups.
- Allowed Accounts: they only see these accounts.
Leave both empty and they see all your accounts.
This is useful for showing an investor one account, or giving a colleague one strategy.
Changing or removing someone
Use the actions at the end of their row. Removing a team member does not affect your accounts or trades.
Your own password
Click your initials at the top right and choose Account settings. You can change your name and password there. Changing the password needs your current one.