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FAQ — Onboarding & Accounts

Common questions about signup, organizations, and user setup.

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Written by Catalin Fetean
Updated over 3 weeks ago

Do I need a company email to sign up?

Yes. TradeOS is B2B. A verified business email improves compliance (KYC/AML), security (no throwaway accounts), and trust (counterparties see your org domain).
​Edge cases

  • Contractors or advisors without a company email can still be invited by an Admin, but may have limited permissions until identity/KYC is verified.

  • If you use SSO, the domain must be allowed in your identity provider.

Can I belong to more than one organization?

Yes, but your session scopes to one org at a time.
​How to switch orgs

  1. Open your profile menu.

  2. Click Switch organization.

  3. Select the target org.
    ​Implications

  • Contracts, orders, disputes, and payments you see are those of the active org.

  • API calls inherit the current org context via your session cookie.

How do I invite teammates?

Admins or Owners can invite users:

  1. Go to Admin → Users → Invite.

  2. Add emails and select roles (member / admin).

  3. Invited users receive an email with a secure join link.
    ​Best practices

  • Keep 2+ admins for redundancy.

  • Invite finance/ops as members if they don’t need admin rights.

  • Use domain‑restricted invites for better control (see below).

Can I promote a member to admin?

Yes. Owners/Admins → Admin → Users → change role to admin.
​Guidance

  • Promote only those who need to resolve disputes, manage partners, or configure policies.

  • Downgrades are immediate; users lose access to admin features immediately.

How do I connect with a partner organization?

Use a partner link before cross‑org contracts:

  1. Admin/Owner → Admin → Partners → Invite partner.

  2. Enter the partner org name and admin email.

  3. They accept; the link becomes Active.
    ​Why required

  • Prevents spam invitations and fake counterparties.

  • Ensures legal/approval context before work starts.

  • Enables smoother dispute resolution.

What if my invite expired?

Invites contain time‑limited tokens. If expired:

  • Ask the inviter to resend.

  • Expired tokens are rejected (you’ll see “Invite not found”).
    ​Tip: if you changed email, ask the inviter to update the address before resending.

Can I restrict invitations by domain?

Yes. Owners can enforce an allowed‑domains list in org policy.

  • Examples: yourcompany.com, subsidiary.co.

  • Off‑domain invites can be blocked or require manual approval.

How do I delete my account?

  • Deactivate a user: Admin → Users → Deactivate (revokes access).

  • Full deletion (privacy request): contact support; we remove personal data but retain business records (contracts/payments) for legal/audit.

How do I recover access if I lost my password?

  • Use Forgot password → email reset link.

  • With SSO: reset via identity provider.

  • With 2FA: use recovery codes or ask an Admin to reset 2FA for your account.

Can I change my primary email?

Yes, if your org policy allows it:

  1. Profile → Email → enter new address.

  2. Verify via link we send.

  3. If SSO is active, ensure the identity provider has the same email.

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