Organization
List roles (system presets + your custom roles)
Roles define what each team member can see and do in the dashboard and API. A role is a permission map of domain → level:
Domains:
| Domain | Covers |
|---|---|
analytics | Analytics dashboard, audit log |
traders | Traders, accounts, lockouts, end-of-day snapshots |
payouts | Payout eligibility, payout execution, payout history |
plans | Trading plans and trading rules |
webhooks | Webhook endpoints and deliveries |
operations | Time machine, revert trading day, bulk operations |
billing | Billing cycles, events, monthly summary |
team | Team members and roles |
settings | Organization profile, API keys |
Levels: none (hidden), view (read-only), manage (read + write).
System presets (available to every organization, read-only):
- Admin — manage everything
- Support — manage traders/accounts and operations, view payout readiness; no billing, team, or settings
- Finance — execute payouts, view billing and analytics; read-only accounts
- Audit — view everything, change nothing
You can also create custom roles with any combination (POST /organization/roles).
Permissions: requires view access to “Team & roles” (mutations require manage).
Authentication: Accepts either Authorization: Bearer <jwt> (dashboard) or X-API-Key: hp_live_... (programmatic).
GET
List roles (system presets + your custom roles)
Related topics
Update a custom roleDelete an unused custom roleCreate a custom roleGet team members for your organizationAdd a team member with a role