Bitnomial Customer Roles
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:
- A ‘*’ indicates that a member of a participant entity with that role is authorized to perform that action.
- A ‘CF’ indicates that a member of a clearing firm with that role is authorized to perform that action. A member of a clearing firm with a particular role is authorized to perform any action marked ‘*’ on itself as well.
Accounts and Participant Connections
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 | * |
Risk Management
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 | * |
Settlement
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 | * |