Create users
Add users and assign roles
- While logged in into the Nexus portal, click on the Users menu item in the Settings section
- Click on the New User button on the upper-right side of the panel
- Enter the required information and assign the user to one or more roles, depending on the permissions you want to grant.
Permissions, roles and users
Nexus offers a standard user management model, allowing the system administrator to authorize users for specific tasks they can carry out in the system. Such model is based on the following concepts:
- Permissions: these are the low-level granular permissions offered in the system, such as the creation, view, update and deletion of different entities.
- Roles: every role gathers a set of the abovementioned permissions. A classic example of a role is the admin, which usually have the broader set of permissions amongst the users of a platform.
- Users: a user can be assigned to one or multiple roles. For instance, one might be assigned the role of user manager that has permissions to create, modify and delete users plus the trader role, where he/she receives permissions to trade (i.e. create orders) on behalf of the company.
All users will be able to access their own details, including roles and therefore permissions assigned to them. However, only an user administrator will be able to modify these values for all the other users of the platform.
Available roles
By default, an Administrator account is automatically created in your new Nexus instance. This role includes the broadest set of permissions, including the whitelisting of addresses, users and API clients management.
The system provides a set of default roles which you can assign to new users.
IMPORTANT
The Admin role has the broadest set of permissions, although the most delicate settings are still under our control here at Quantoz. We suggest to have few people with this role in your organization, to avoid potential losses or frauds. Other roles and their combination can be assigned to have full flexibility control on what your employees have access to on Nexus.
Main roles
The following table lists the default roles and a summary of the operations they are allowed to perform on Nexus. For a more detailed list of the permissions assigned to a role, you can click on the Users menu item in the Settings section and then head to the Roles section.
| Role | Description |
|---|---|
| Administrator | Full read and write access to the portal, minus the Whitelisting, Users and API Clients roles listed in the table below. |
| Auditor | Full read-only access to the portal, including reporting features. |
| Compliance | Full read and write access to customers, accounts, transactions, trust levels and compliance settings. |
| Operator | Full read and write access to the customers, accounts and transactions features except the manual buy/funding, trust levels and compliance settings. |
| Support | Read-only view to the customers, accounts and transactions parts of the portal. |
| Trader | Read and write permissions on the execution of trades and transfers in the traderoom. |
| Treasurer | Read-only view to the traderoom, balances and finances parts of the portal. |
Feature-driven roles
On top of these main roles, we created the following feature-driven ones to allow more flexibility in the assignment of permissions to specific users.
| Role | Description |
|---|---|
| API Clients | Manage keys/secrets for API connection with Nexus. |
| Manual buy/funding | Allows the execution of manual buy transactions and funding payments. |
| Users | Manage users and assigns roles to them. |
| Whitelisting | Creation and whitelisting of external crypto-addresses (related to transfers and customer accounts addresses). |
WARNING
The Users feature-driven role can also change the permissions of the aforementioned roles and create new ones. Therefore it is advised to assign this one in consultation with your security officer.
NOTE
The users and roles you assign should reflect the reality of your organization. Keep in mind that the correct assignment of roles is key for secure operational activities.