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Product demo. Northgate Markets is a fictional broker and every figure is sample data.
Give each person the role their job needs. No role in Monolifix can move client funds: that stays with your key holder.
| Name | Role | Withdrawal approver | Last active | Status |
|---|---|---|---|---|
| Sophie Laurentsophie.laurent@northgate.example | Admin | Yes | Today 08:12 | Active |
| Amara Kentamara.kent@northgate.example | Treasury | Yes | Now | Active |
| Daniel Reyesdaniel.reyes@northgate.example | Operations | Yes | Today 09:02 | Active |
| Mei Ling Homeiling.ho@northgate.example | Risk | – | Today 09:38 | Active |
| Rafael Morenorafael.moreno@northgate.example | Risk | – | Today 06:55 | Active |
| Nadia Haddadnadia.haddad@northgate.example | Compliance | – | Yesterday | Active |
| Tom Fischertom.fischer@northgate.example | Developer | – | Today 09:20 | Active |
| Ines Baptistaines.baptista@northgate.example | Read-only | – | Never | Invited |
| Action | Admin | Operations | Treasury | Risk | Compliance | Developer | Read-only |
|---|---|---|---|---|---|---|---|
| Create client accounts | Yes | Yes | No | No | No | No | No |
| Allocate and return funds | Yes | No | Yes | No | No | No | No |
| Approve withdrawals | Key holder | Key holder | Key holder | No | No | No | No |
| Restrict trading, close positions | Yes | Yes | No | Yes | No | No | No |
| Edit risk limits | Yes | No | No | Yes | No | No | No |
| Change withdrawal policies | Key holder | No | No | No | No | No | No |
| Download reports and audit log | Yes | No | Yes | Yes | Yes | No | Yes |
| Manage API keys, FIX sessions, webhooks | Yes | No | No | No | No | Yes | No |
| Alert | Slack | Webhook | |
|---|---|---|---|
| Margin criticalAn account reaches 80% margin ratio. | |||
| Margin warningAn account reaches 60% margin ratio. | |||
| LiquidationA position on a client account is liquidated. | |||
| Withdrawal awaiting approvalA request needs your key holder approvers. | |||
| Funding completedA conversion or allocation finishes. | |||
| Reconciliation breakPooled USD and client USDC don't match liabilities. | |||
| FIX session downA FIX session logs out unexpectedly. |