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Managing Teammates
Managing Teammates

Simply add, remove, or manage user permissions

Daniel H avatar
Written by Daniel H
Updated over a year ago

sFOX supports adding teammates to an account with our Separately Managed Accounts (SMA) feature.

Adding SMA teammates

Please follow the steps below after login:

  1. Select the “hamburger menu” on the upper right corner

  2. Select “Manage Users” from the listed menu options

  3. Insert the email address and select permissions

  4. Send invite

  5. The invited user will need to login or accept the email invite to access

Removing a User

  1. Click the "Delete" button below the user's email address

  2. The user's permissions will be revoked

Modifying User Permissions

  1. Add or remove permissions as desired via the check boxes

To switch between accounts, click the account drop-down menu located at the top right of the platform:

Role and Permission Types

The permissions consist of admin, trade, deposit, withdraw, alter SAFE settings, approve/reject and read-only. When an added user generates API keys, the same set of permissions will apply to the key. For more information on generating API keys seethis article.

  1. Admin. Full access to the sFOX account, including the ability to add, remove, and modify the roles of other team members.

  2. Trade. Trade funds within the sFOX account.

  3. Deposit. Deposit new funds into the sFOX account

  4. Withdraw. Withdraw funds from sFOX to external accounts

  5. Alter SAFE Settings. Create workflow automation rules within the SAFE tab (https://trade.sfox.com/safe/settings). Only visible to SAFE customers.

  6. Approve/Reject. Approve/Reject workflow automation actions, like Withdrawal and Whitelist Withdrawal Address. (https://trade.sfox.com/safe/approvals). Only visible to SAFE customers.

  7. Read-Only. Read and download account history. (Basic Functionality)

    Inviting an SMA with Read-only Privileges (such as a Fund Administrator/Third-party access): To add an SMA to your account with read-only API key privileges on the account you will follow the steps below:

  • Go to: https://trade.sfox.com/team

  • In the email field, enter invitee email address

  • Select the checkbox for "Read-only" account privileges

  • Click Send Invite

Tips:

To create unique email addresses for the purpose of multiple accounts registration, most email providers allow aliases of existing emails (see example below), and both email addresses share the same inbox.

Original account: jsmith@TradingEntity.com

Alias account: jsmith+algo1@TradingEntity.com

(Notice the ‘+’ symbol: any characters beyond it is ignored by email providers)

Please contact sFOX at support@sfox.com if you have any further questions.

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