Assigning Access to Specific Accounts
How to grant a team member access to particular exchange accounts in Pilotbot, so they only see and manage what you allow.
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A team member's role decides what kinds of actions they can take; assigning accounts decides which accounts those actions apply to. Together they let you give someone exactly the reach you intend — no more.
How Scoping Works
- Role = the set of actions (view only, toggle ads, edit strategies, and so on). See team roles.
- Assigned accounts = the specific exchange accounts the member can see and act on.
A team member only ever sees the accounts you've assigned to them. Everything else in your workspace stays invisible to them.
Assigning Accounts
From the Team section, open the member and grant them access to the exchange accounts they should work with. You can give a person one account or several — assign only what they need for their job.
Full vs. Read-Only, Per Person
Because access is the combination of role plus assigned accounts, you decide the depth as well as the breadth:
- A Trader or Manager on an assigned account can act on it (turn ads on/off, and for Managers, edit).
- A Viewer or Auditor on the same account can only look.
So two people can both be assigned the same account yet have very different power over it, based on their role.
Changing or Removing Access
You can change which accounts a member is assigned, change their role, or remove them entirely at any time. Removing access takes effect for their next actions — they immediately lose visibility of accounts you unassign.