How to add a new user

List of roles and accesses:

Role
Description

Company Admin

Access to all company operations, all accounts, the ability to create accounts and invite users to them.

Account Admin

Access to all operations within the account, the ability to invite users.

Company Auditor

Access to all sections for reading within the company.

Account Auditor

Reading-only access to all sections within the account.

Developer

Access to create and manage API keys, webhooks, and integration widgets.

Invoice User

All the invoice functionality, reports and read access to assets.

Crypto-to-Crypto User

All the functionality of crypto exchanges, reports and read access to the assets.

Payout Manager

All the payout functionality, ability to confirm payouts, reports and read access to assets.

Payout User

All the payout functionality, reports and read access to assets.

To add a new company user or account user, you need to complete the following steps:

  1. You need to get into the settings/team section, аnd click on the "new member" button

  2. Enter an email address to send an invitation to the new user.

  3. Select one or more roles for the new user and click "Done"

  4. After this step, the new user will receive an invitation to the specified email to register in your company with the role assigned to him.

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