Console roles and permissions

Understand user roles, permissions, and access controls in the StableFX Console.

Role-based access control (RBAC) in the StableFX Console governs what each user can see and do, with roles assigned at the account level across all users in an organization.

Account types

The console supports two account types that determine the trading perspective:

Account type	Description
Taker	Requests quotes, creates trades, and funds settlements. This is the primary trading role.
Maker	Reviews incoming trades, signs them to confirm intent, and funds the counterparty side of settlements.

Users with access to both types can switch between them using the account type dropdown in the sidebar navigation. The selection controls which data is displayed and which actions are available.

User roles

Each user is assigned one or more roles that control their permissions in the console:

Taker roles

Role	View trades	Create trades	Sign & fund	Manage team
Taker (Read & Write)	Yes	Yes	Yes	No
Taker (Read Only)	Yes	No	No	No
Taker (Limited AR)	Yes	Limited	Limited	No

Limited AR (Auto-Rate) roles can create trades and fund settlements only up to the pre-approved auto-rate limits configured for the account. Actions that exceed those limits require approval from an Admin.

Maker roles

Role	View trades	Sign trades	Fund trades	Manage team
Maker (Read & Write)	Yes	Yes	Yes	No
Maker (Read Only)	Yes	No	No	No
Maker (Limited AR)	Yes	Limited	Limited	No

Limited AR (Auto-Rate) roles can sign and fund trades only up to the pre-approved auto-rate limits configured for the account. Actions that exceed those limits require approval from an Admin.

Admin capabilities

Account administrators can:

• Add and remove team members
• Assign roles and permissions to users
• Generate, rotate, and revoke API keys
• Configure trading parameters (for example, risk buffer percentages)

The Admin role is typically assigned to the account owner during onboarding. Additional admins can be added through the team management interface.

Permission-gated features

Certain features in the console are only visible or accessible based on your role:

Feature	Required permission
View live rates	Any StableFX role
View trade history	Any StableFX role
Open trade form (taker)	Taker write role
Create a trade	Taker write role
Sign a confirmed trade (maker)	Maker write role + trade signature permission
Fund a trade	Write role (taker or maker)
Batch settle trades	Write role (taker or maker)
Access onboarding	KYB application permission
Download trade reports (CSV)	Any StableFX role

If a feature is not available, you see a read-only view without action buttons. Contact your account administrator to request additional permissions.

API key permissions

API keys generated through the console inherit permissions based on their type:

Key type	Can create quotes	Can create trades	Can read trades
Read & Write	Yes	Yes	Yes
Read Only	No	No	Yes

Maker accounts cannot create quotes or trades via API, even with a Read & Write key. These operations are restricted to taker accounts.

For details on API key management, see API keys.

To use these permissions in practice, see:

• StableFX Console overview: An introduction to the console interface and account types.
• Create a trade in the console: Requires Taker write role.
• Fulfill a trade as a maker: Requires Maker write role and trade signature permission.

Onboarding requirements by role

Role	KYB required	Individual screening	Wallet required
Admin	Yes	Yes (testnet and mainnet)	No
Taker / Maker (Read & Write)	Yes	Yes	Yes (for signing/funding)
Taker / Maker (Read Only)	No	No	No

Users with a Read Only role are exempt from individual KYC screening. All other roles require screening before access is granted.

Compliance controls

The console enforces several compliance controls:

• IP-based geo-blocking: Access is restricted from sanctioned and high-risk jurisdictions.
• Sanctions screening: All non-viewer users undergo automated sanctions screening during onboarding and on an ongoing basis.
• Mainnet gating: Users cannot access mainnet if any sanctions screening alerts are unresolved.
• Activity logging: All actions (trades, signatures, API key changes, role assignments) are logged with user ID and timestamp for audit purposes.

See also

• Console overview: Capabilities and UI layout of the StableFX Console.
• Connect your wallet: Link an EVM wallet for signing and funding.
• Create a trade: Taker trade creation workflow.
• Fulfill a trade: Maker signing and funding workflow.
• Settle trades: Individual and batch settlement.
• Trade states: Lifecycle states a trade moves through.