The Subaccount policy defines the maximum access available inside a Subaccount. It applies across the account and limits the access available through member roles and API keys.
Open a Subaccount and select Permissions to manage its trading, transfer, withdrawal, Address Book, and safety controls.
How permissions work
The Subaccount policy supersedes the member's role and any API-key policy. A role or API-key policy can restrict access further, but it cannot allow an action that the Subaccount policy does not allow.
A new Subaccount defaults to read-only until the Owner updates its policy. A role does not independently grant write access.
Read and Write are access levels in one control, not separate permissions. Selecting Write also includes Read.
For example, a member with the Trader role cannot place orders while the Subaccount policy allows only Read access for Spot Trading. The Owner must set Spot Trading to Write. If the member places orders through an API key, that key must also have Spot Trading Write access.
What you can control
The Permissions tab groups its controls into three sections.
Trading
- Spot Trading sets Read or Write access for placing and managing spot orders.
- Spot Market Scope and Allowed Pairs choose whether the account trades every spot market or only the pairs you enable.
- Max Open Orders caps the number of resting orders at any time.
- Max Spot Order Size caps the notional value of one order (coming soon).
Equity Settings
- Internal Transfers controls whether the account can send funds to other Polyester accounts. Set it to Write to allow them, or Read to stop them.
- External Withdrawals controls whether the account can withdraw to external wallets. Set it to Write to allow them, or None to stop them.
Safety and Governance
- Trading Status sets the account to Active, or Halted to stop new trading activity.
- Address Book sets Read or Write access to saved destinations.
- Policy Governance sets the policy to Unlocked, or Locked to prevent changes.
Internal Transfers and External Withdrawals decide whether the account can move funds at all. Manage which destinations it can use from Address Book & Whitelists.
Trading halt rejects new orders and order or trigger changes that can resume trading. Existing orders and triggers can still be canceled or paused.
Set the policy
Open Permissions
Choose the Subaccount you want to manage and open its Permissions tab.
Choose the available actions
Set the trading, transfer, withdrawal, Address Book, and safety access that fits the account's purpose.
Add useful limits
Choose the spot markets, open-order limit, and trading status that should apply across the Subaccount.
Review and save
Review the complete policy and save your changes. Polyester may ask for MFA before applying a protected change.
Lock the policy
The Owner can lock a policy after it is configured. A locked policy continues to apply, but only the Owner can unlock it before making changes.
FAQ
Yes. For a team member, give them the Trader role on a Subaccount. For a bot, create an API key for the chosen Main Account or Subaccount with trading permissions enabled. To keep access limited to trading and nothing else, make sure to turn off all withdrawal and transfer permissions. You can further restrict a team member or bot to specific markets and trading actions in the respective permissions sections.
