Some Bitnomial customers may make use of the Bitnomial Customer Portal to manage risk accounts, connections, orders, risk settings, and settlement. This page is a summary of the different roles a customer may have and what actions they should expect to be able to complete under that role.
For each of the tables below, the following rules apply:
The following describes the capabilities of each role as it pertains to accounts and connections. Note that ‘Request Connection’ in this context means adding a connection for the participant designated on the account, i.e. the logged in user.
Role | Add Account | Request Connection | Add Connection | Approve Connection | Disable Connection | Enable Connection |
---|---|---|---|---|---|---|
Administrator | * | CF | * | |||
BackOfficeManager | CF | * | CF | CF | * | * |
Trader | * | CF | * |
The following describes the capabilities of each role as it pertains to risk management.
Role | Adjust Risk Settings | Cancel Cleared-Account Orders | Cancel In-Org Orders | Cancel Own Orders |
---|---|---|---|---|
BackOfficeManager | CF | CF | * | |
Trader | * |
The following describes the capabilities of each role as it pertains to settlement.
Role | Request Delivery Approval | Approve Account For Delivery | Update Take Delivery Address |
---|---|---|---|
BackOfficeManager | * | CF | |
SettlementManager | * |