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Inviting a new member is the initial step in expanding your team

How to Invite a Member

When team dynamics change, it might be necessary to deactivate a member

How to Deactivate a Member

Keeping member information up-to-date is crucial for accurate collaboration

How to Edit a Member

Here we explain the processes of inviting, editing, and deactivating members within your workspace

Member Management

Creating a new team is the foundation for organizing your workspace efficiently

How to Create a Team

Closing a team is a straightforward process that helps manage your workspace effectively

How to Close a Team

You can swiftly reactivate an inactive team and bring it back into action swiftly

How to Reactivate a Team

Adding members to a team fosters collaboration within specific groups

How to Add Member(s) to a Team

We walk through the step-by-step processes of creating a team, closing and reactivating teams, as well as adding or removing members

Team Management

Creating a new Exchange Account is the first step toward integrating external systems

How to Create an Exchange Account

Secure your Exchange Account by adding an API Key

How to Add an API Key to an Exchange Account

Here is a guide on updating API key details, providing you with step-by-step instructions to manage and enhance your API security

How to Edit an API Key to an Exchange Account

How to Delete an API Key to an Exchange Account

Here are step-by-step instructions for creating, deactivating, reactivating, adding, editing, and deleting Exchange Accounts

Managing Exchange Accounts

Here is a quick efficient guide for creation of Order Rules

How to Create an Order Rule

Here is an instruction on how you can temporarily suspend an Order Rule as a supervisor

How to Pause an Order Rule

In this article we provide instructions to pause all active Order Rules simultaneously

How to Pause All Order Rules

You can cancel an active or paused order rule as a supervisor with instructions in this article

How to Cancel an Order Rule

These guides provide step-by-step instructions for creating, pausing, and canceling Order Rules within your trading platform

Order Rule Management

This article describes the process of creating a manual position

How to Create a Manual Position

This section describes the step-by-step process of managing manual positions

Manual Positions

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