Team & Tenant Management

The platform uses a multi-tenant system where every user belongs to one or more teams (tenants). This guide explains how to manage your teams.

Understanding Tenants

A tenant is an organization, team, or workspace on the platform.

• Every user belongs to at least one tenant.
• When you sign up, a default tenant is created for you automatically.
• All your trades, offers, and wallet data are scoped to your current tenant.
• You can belong to multiple tenants — for example, a personal account and a business account.
• Each tenant has its own members, roles, and data.

Switching Between Tenants

1. Look at the top of the sidebar for the tenant dropdown.
2. Click the dropdown to see all tenants you belong to. Your active tenant is highlighted.
3. Select a different tenant.
4. The dashboard refreshes immediately to show that tenant's data.

Tip: Your selected tenant is remembered. When you log in again, you return to the last tenant you were viewing.

Inviting Team Members

To add someone to your team:

1. Go to Dashboard > Settings > Team tab (or Dashboard > Team).
2. Click Invite Member.
3. Fill in the invite form:

• Email (required) — The person's email address
• Name (optional) — Their display name
• Role — Select a role (see role descriptions below). Each role includes a brief description of its capabilities.

4. Click Send Invitation.

The invitation is sent and appears in the Pending Invites table with the invitee's email, name, assigned role, and expiry date.

What the Invited Person Sees

• If they already have an account: They can accept the invitation and the tenant appears in their dropdown.
• If they are new: They are directed to the signup page (/signup?invite=TOKEN&tenant=ID) with their email pre-filled. After signing up, they automatically join your team with the assigned role.

Pending Invites

The team page shows a Pending Invites section with:

Invitations that have not been accepted yet appear here until they expire or are accepted.

Active Members

The team page shows an Active Members table with:

Role Descriptions

Each team member has a role that determines what they can do. Roles are hierarchical (level 1–5):

Owner (Level 5)

• Full access to everything.
• Can manage team members, roles, and settings.
• Can view all trades and offers in the tenant.
• Can delete the tenant.
• There is typically one owner per tenant.

Admin (Level 4)

• Can manage trades, disputes, and users.
• Can view all trades in the tenant (not just their own).
• Can invite and remove members (except the owner).
• Can manage settings and integrations.
• Cannot delete the tenant or change the owner.

Manager (Level 3)

• Can execute and manage trades.
• Can view all trades in the tenant.
• Can create and manage offers.
• Can handle disputes.
• Cannot manage team members.

Member (Level 2)

• Can create offers and trade.
• Can only see their own trades and offers.
• Standard access level for most team members.

Viewer (Level 1)

• Read-only access.
• Can view all trades in the tenant but cannot take any actions.
• Trade action buttons are disabled.
• Chat is read-only.
• Wallet deposits and withdrawals are hidden.
• Useful for monitoring or auditing purposes.

Permissions Summary

Custom Permissions

Beyond the base role, you can set custom permission overrides for individual members:

1. Go to Dashboard > Settings > Team tab.
2. Find the member and click Edit Permissions in their Actions dropdown.
3. The Edit Member Permissions dialog shows a matrix of resources and actions:

4. Grant or revoke specific permissions on top of the member's base role.
5. Click Save to apply changes.

This lets you fine-tune access — for example, giving a Member role the ability to view reports, or preventing a Manager from modifying settings.

Assigning and Changing Roles

Owners and admins can change member roles (for members below their own level):

1. Go to Dashboard > Settings > Team tab.
2. Find the member whose role you want to change.
3. Click their Actions dropdown.
4. Select Change to [role] — available role options are shown based on your permission level.
5. The member's permissions update immediately.

Removing Team Members

Owners and admins can remove members from the team:

1. Go to Dashboard > Settings > Team tab.
2. Find the member you want to remove.
3. Click Remove from team in their Actions dropdown.
4. Confirm the removal.

Once removed:

• The member loses access to the tenant's data.
• Their personal data and other tenant memberships are not affected.
• They can be re-invited later if needed.

Warning: Removing a member does not cancel their active trades. Complete or resolve any open trades before removing someone.

Updated on: 05/03/2026