Workspace and team
Invite people, assign roles, and understand what each role can see and change.
What a workspace is
A workspace is your tenant. Sources, accounts, trades, plan limits and members all belong to it, and nothing is shared across workspaces.
Roles
| Role | Can do |
|---|---|
| Owner | Everything, including billing and deleting the workspace. |
| Admin | Manage sources, accounts, risk settings and members. No billing. |
| Trader | Operate day to day: approve signals, close trades, disable accounts. |
| Viewer | Read-only. Dashboards and reports, no changes. |
Give new members Viewer first. Read access answers most questions, and nobody has ever accidentally liquidated a book from a dashboard.
Inviting people
- Settings → Workspace → invite by email and pick the role.
- The invite expires if unused; re-send it from the same screen.
- Removing a member ends their sessions immediately.
- Members count against nothing — plan limits apply to sources and accounts, not people.
Audit log
Every settings change, member change and manual trade action is recorded with who did it and when. When two people share an account and something changed, the audit log is the answer.
Still stuck?
Send the raw signal, timestamp and account name. Never send passwords, API keys or broker credentials.