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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.
| 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 |