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Role Management

When to use this screen​

Use this to define roles, attach permissions, and assign staff to roles. This is why an operator can see User Management but not Ban.

Who can open it / who to ping​

  • Open: User role manage.
  • Ping security before granting Ban, payout approve, automation run, or tax invoice.
  • Superusers bypass many checks; do not add people to a “god role” to skip a ticket.

Find the record​

  1. Open Admin → Account Administration → Role Management.
  2. Pick a role, review its permissions, or create a role.
  3. Assign or remove staff from the role.

Happy path​

  1. Confirm the least-privilege set for the job (support vs billing vs KYC).
  2. Create or edit the role’s permissions.
  3. Assign the staff user.
  4. Have them refresh / re-login and confirm the sidebar.

Action catalog​

ActionWhen to useImpact
Add / edit role permissionsNew job functionChanges what every member of that role can click
Assign user to roleOnboardingGrants the door + action keys
Remove permission or user from roleOffboarding or tighteningImmediate loss of those buttons after refresh

If this fails​

  • “I can open the page but Ban is missing”: they have Trader manage but not Ban user manage / accounts manage — edit the role, do not use a superuser account.
  • Removing a permission from a role affects everyone on that role.

Admin User Management · User Management