Role-based entry

Access products

Choose the pathway that reflects your actual role. Access supports education, community and controlled transaction pathways; it does not constitute approval.

Choose your access
TBH / ACCESS PRODUCTSSTRUCTURE • CONTROL • PROGRESS
Observer / Education Access
Access pathway 01

Observer / Education Access

For learning, orientation and appropriate early engagement with Trade Base Hub standards and pathways.

Consultant Access
Access pathway 06

Consultant Access

For consultants providing dedicated guidance and support to an approved service or transaction workstream.

Authorised Person Access
Access pathway 07

Authorised Person Access

A mandate holder is an authorised person acting within authority granted by the principal. Permitted acts, limits, duration and the particular opportunity must be established; authority differs between appointments.

STRUCTURE. PROTECT. PROGRESS.

Choose the next appropriate step.

Practical scope and preparation guidance

Observer and education access

Use the existing Observer pathway for orientation and learning. Platform joining is not verified-client status or approval of a transaction.

Consultant access

Consultants must identify their role and agreed workstream. Use the existing Consultant Whop destination and follow the relevant onboarding and approval requirements.

Authorised Person Access

Identify the principal, appointment, permitted acts and limitations. This is a contact-led pathway; request guidance before progressing. No historic Mandate checkout is reinstated.

Related guidance