Collaborators
  • 17 Jun 2024
  • 1 Minute to read

Collaborators


Article summary

Collaborators

To enter this section, go to the "Collaborators" menu option. Here you will be able to see a list of users who have access to your trading account, filter and create new ones.

By default, you will see the following information in the list:

  • Status

  • Username

  • Role

  • Email

  • Last access

  • Environments

  • Actions

OrkestaPay (44)

User statuses

The following user states are used:

  • Registered

  • Active

  • Inactive

User filtering

You will be able to filter the list of users based on the criteria that we make available to you:

  • Email

  • Role

  • Status


Create collaborator

To register a user you must click on the "Add collaborator" button and fill in the following information:

  • Name

  • Last name

  • Email

  • Type

  • Environment

Other actions

You will also be able to perform other types of actions on the created users, such as forwarding invitation emails to the platform, activating or deactivating accounts, edit or delete accounts. To do this, you can use the buttons below the "Actions" column of the list.


Was this article helpful?