Customer permission levels and access model
Carbon Trader® uses a staged customer access model. What a person can do depends on registration status, verification status, approval status, organisation role, subscription/entitlement, and invitation-only programmes.
Public visitor
A public visitor can:
- View public website pages.
- View public NZU listings and buy requests.
- View public global credit standards, registries, projects and credit listings.
- View public government auction notices, where published.
- View fee schedule and estimate fees.
- Submit a contact enquiry or supplier-intake enquiry.
- Start registration.
A public visitor cannot bid, buy, list, create RFQs, create organisations, access account tools, or use authenticated reports.
Registration applicant
A registration applicant has started the join journey but is not yet approved.
Typical stages:
| Stage | Meaning | What the applicant can do |
|---|---|---|
| Draft / started | Registration started. | Continue registration in the same browser/session or from a secure continue link. |
| KYC pending | Secure identity/contact/liveness checks are in progress or completed but the trading profile is not yet submitted. | Complete secure verification, then complete the trading profile step. |
| Auto review | Verification and profile are complete and the application is ready for review. | Wait for approval. Account sign-in is not fully active yet. |
| Manual review | The application needs review or clarification. | Wait for Carbon Trader support/compliance contact. |
| Approved | User account is active. | Sign in and use approved customer functions. |
| Rejected/suspended | Access is blocked. | Contact support if a review is needed. |
Approved standard user
A standard approved user can use the normal account centre, including profile, wallet, organisation, marketplace, fees, notifications, and most request tools.
Some advanced actions still need extra conditions:
- You need a wallet balance to withdraw NZUs from the Carbon Trader® Wallet.
- You need sufficient authority or escrow confirmation for ETS-source listings.
- Organisation actions depend on your organisation role.
- Enterprise reporting, API clients, market data subscriptions and government auctions may require an entitlement, plan or invitation.
Organisation roles
Organisation roles are customer roles inside an organisation account. They are not Carbon Trader system-admin roles.
| Role | Typical purpose | Common abilities |
|---|---|---|
| Viewer | Oversight, auditors, read-only team members. | View organisation details, team, billing/settlement information where granted. |
| Trader | Trading operator. | Create organisation-linked listings, buy requests and trading requests where policy allows. |
| Finance | Finance and settlement user. | View billing, export finance data, maintain settlement instructions. |
| Approver | Approval workflow user. | Review and approve higher-value workflows under organisation policy. |
| Organisation admin | Organisation team manager. | Manage team members, plan/subscription and approval policy. |
| Owner | Highest organisation customer role. | Full organisation control including ownership-level role assignment. |
Organisation access can be further constrained by approval policies, thresholds, entitlements and Carbon Trader operational controls.
Entitled or invited customer levels
Some features appear to approved users only when available to that customer:
- Market data subscriber.
- Enterprise reporting/API customer.
- Government auction invitee.
- Supplier/project developer.
- Broker-assisted client.
- Forestry/managed settlement client.
- Wallet custody customer.