People
Clients, staff, and the role that may approve a withdrawal.
Admin
Users, IB trees, trade groups, tickets, deposits, and withdrawals. Roles so sales, ops, and risk do not share one password.
On the desk
If it changes money, a group, or a tree, it should leave a reason.
Clients, staff, and the role that may approve a withdrawal.
Masters, levels, commission profiles, and a rebuild after a split.
Symbols, leverage, and who may open which account.
Deposits and withdrawals with hold, release, and a note.
Support beside the client, not in a separate helpdesk island.
Templates for the decisions you have to explain later.
Your staff, your permissions, your domain.