Role Assignment
Users are assigned roles that determine their access to various resources within the Admin panel, Trading terminal, and API.
Essentials for Brokers
Role-Based Access Control for Maximum Security
Role-Based Access Control (RBAC) is a sophisticated authorization system designed to implement granular access management within the B2TRADER platform.
It allows administrators to assign specific roles with defined permissions to users, ensuring that each user can access only the resources necessary for their specific functions. This system is essential for maintaining security and operational efficiency both for traders and BP (Broker Platform) administrators.
Key features
Assign Roles, Control Permissions, Stay Compliant
Preconfigured Roles
Four default roles — Unrestricted, Admin, Support, and Trader — provide a starting point for access management.
Custom Role Creation
Administrators can create custom roles if the preconfigured roles don't meet organizational needs.
How it works
Layered Access from Roles to Profile Controls
RBAC introduces a layered approach to access, combining role definitions, default rules, and profile-based controls.
Granular Control
Additional access to BP resources is granted as specific roles are assigned, enabling tailored permissions for each user.
User Role Definition
Roles comprise a set of permissions tied to specific operations (create, read, update, delete) across B2TRADER resources.
Default Permissions
Users with Admin panel access have baseline permissions to view user roles, alerts, assets, markets, users, accounts, market groups, and account groups.
Profile Status Management
User profile statuses further control engagement with resources, providing another layer of access management.
Manage access with ease
Security, Efficiency, and Scale in One System
Enhanced Security
RBAC minimizes the risk of unauthorized access to sensitive data by limiting users to needed permissions only.
Operational Efficiency
Streamlines management of user access rights through structured roles, reducing the administrative burden.
Regulatory Compliance
Supports compliance with industry regulations by ensuring access control aligns with policy requirements.
Scalability
Custom roles and permissions mean that the system easily adapts to changing business needs as organizations grow.
FAQ
RBAC is a system that controls access to platform resources by assigning specific roles and permissions to users, ensuring they can access only what’s needed for their tasks.
B2TRADER ships with four default roles — Unrestricted, Admin, Support, and Trader. Unrestricted grants full platform access; Admin covers broker administration; Support handles operational tasks with limited scope; Trader is scoped to trading terminal and API functions. Each role defines a baseline permission set you can extend or replace with custom roles.
Yes. Administrators can create custom roles in the Admin panel when the preconfigured roles don’t match your organizational structure. Each custom role maps permissions to specific CRUD operations across B2TRADER resources.
User profile statuses add another layer of access control beyond role assignment. Status settings determine whether a user can engage with specific resources — for example, restricting trading or admin actions until onboarding or compliance checks are complete.
RBAC reduces unauthorized access risk, simplifies day-to-day permission management through structured roles, supports regulatory compliance with auditable access policies, and scales as your team and partner network grows.
Ready to Secure Your Platform with Role-Based Access?
Open a demo account or book a walkthrough with our team.