Operator Roles

For exchanges being used by larger teams, the HollaEx v2.15 Singha update included a new suite of tools, to better serve large teams.

What are the Enterprise Roles Tools?

With the advanced Roles tool, Enterprise exchanges can get into the details of what is available to all team members involved in the successful running of the exchange. This can be done by either updating existing roles or adding entirely new ones.

How to Set Up Enterprise Roles

By default, all exchanges come with 8 standard roles: Admin, Manager, Supervisor, KYC, Communications, Announcer, Auditor, and Support. These roles have set permissions that are discussed on the Roles page in the Operator Control Panel section of these docs.

Those Enterprise operators who have the want or need to expand on this default can do so easily.

By navigating to the Roles page, found on the sidebar of the Operator Controls, and then the second tab available to Enterprise exchanges, Roles, we will find the options available.

From here, we can see the default roles and see exactly what each can do from the 'Edit Permissions' button associated with each. Opening this, we see the vast number of options available:

In the image above, we can see the menu shown when editing an existing, default role, in this case the Supervisor role.

From here we can change the name, the colour associated with that Roles, and then the vast amount of options in the Permissions menus. Due to the number of options here, it's not possible to go through and explain each in depth, but, as with any issue you have when working with your Exchange, the friendly team at the [email protected] email will be happy to clarify any that are not immediately obvious to you.

There are three menus we can look through:

• API Routes: This is the largest list of options, and covers most functionality on the exchange, like checking user balances or creating deals on accounts.

• Kit Configuration: These options are linked more to changing the exchange's operation. Options like changing visuals or specific fees can be found here.

• Kit Secrets: The final menu offers more 'backend' options, such as whitelisting IP addresses or managing the exchange's security.

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Creating New Roles and Example Roles

Beyond just editing the existing Roles, there may be a need to create more specific roles. This can be done by clicking the Customize A Role card at the end of your existing roles.

This will open a similar looking menu to what was seen in the image above, where by default, all permisions are turned off, and you can manually pick which to enable.

From this menu, each role can be assigned a name and a colour. The badge that each role will receive will be automatically generated based on the name.

Examples

For some examples of roles that may be of use:

• As your P2P markets ramp up, you may encounter an increase in disputes that need extra manual attention in order to be resolved. In this case, the operator can create a new dedicated P2P role for resolving disputes that come up from the P2P trading environment:

Simply check the P2P related check boxes, create the role and designate the role.

• As your exchange business scales, the frequency of communication naturally increases. Assigning a team member to a marketing-focused role can greatly streamline this process. You can easily achieve this by granting permissions related to Announcements. Additionally, this role can be expanded to include Kit Config permissions for broader content management responsibilities:

Designate a member of a team to handle only the Announcements on your platform.

• Set up an Audit role for compliance purposes:

An Audit role can be created that can GET the data & events they need for compliance.