> For the complete documentation index, see [llms.txt](https://uliquid-1.gitbook.io/uliquid-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://uliquid-1.gitbook.io/uliquid-docs/workspaces-roles-and-glossary.md).

# Workspaces, Roles, and Glossary

Workspace model, role model, and important terms.

## Workspaces

A workspace separates users, exchange accounts, bots, settings, and permissions. Before any critical action, verify that you are operating in the correct workspace.

Typical workspace content:

* Members and roles.
* Exchange accounts.
* Trading and risk settings.
* Bots, grid bots, and predictions.
* Billing, license, and affiliate data.

## Roles

The exact role matrix can vary by installation. Common roles are:

* **Superadmin**: Platform-wide administration.
* **Admin**: Workspace management, roles, settings, and critical configuration.
* **Operator**: Operational use of trading, bots, and monitoring.
* **Viewer**: Read-only access without critical mutations.

{% hint style="info" %}
If you expect an action but cannot see it, check your role, workspace, and feature availability first.
{% endhint %}

## Important Terms

| Term              | Meaning                                                                              |
| ----------------- | ------------------------------------------------------------------------------------ |
| Exchange Account  | A server-side exchange connection whose keys are stored encrypted.                   |
| Trading Desk      | Manual trading interface for orders, positions, and live data.                       |
| Prediction        | A market forecast or signal that describes a setup and can prefill the Trading Desk. |
| Strategy          | Rule-based or AI-based logic that evaluates setups or generates signals.             |
| Bot               | An automated trading run that executes a strategy.                                   |
| Grid Bot          | A bot type that manages grid orders inside a price range.                            |
| Funding Vault     | A USDC store designed for mobile-friendly and agent-signed grid bot launches.        |
| BotVault          | A capital area for bot and grid execution plus settlement.                           |
| Re-authentication | A fresh OTP or security confirmation before sensitive actions.                       |
| Canary            | A controlled live test with small limits and close monitoring.                       |


---

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