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Firm owners and managers manage their firm’s operators from Admin → Staff in the Tradara terminal. That list is owners and staff invited to the firm. It is not Tradara’s internal team. Tradara’s RBAC model has four layers:
  1. Permissions — atomic capabilities (e.g. accounts:write, orders:cancel_any).
  2. Roles — named bundles of permissions. Some are built in (e.g. owner_admin, risk_manager); you can create custom roles.
  3. Staff — operators who belong to your firm and hold one or more roles.
  4. Overrides — per-staff grants or revokes that adjust a staff member’s effective permissions without changing their roles.

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In the terminal

  1. Open Staff.
  2. Invite someone with a starting role.
  3. Open their row to change roles, grant extra permissions, or suspend access.
Traders stay on Users. Staff invitations and granular permissions live on Staff.

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Endpoints

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Effective permissions

For any staff member:
Overrides win over roles. Use them sparingly. Prefer creating a custom role when you find yourself applying the same override to many staff.