How to manage user roles

Configure user roles and permissions in B2BINPAY with access control, role-based security, and team management for your wallets

You can manage access to your wallets by assigning different roles to users. Refer to User roles for more details. You can change access for a single wallet or for multiple wallets at a time.

Only users with the Owner role can assign user roles to other users.

The Owner role can't be assigned or changed.

For a single wallet

To change a user role:

1

Click your profile icon in the upper right page corner and select Access list.

2

On the Staff tab, select a user whose role you want to change.

3

Hover over a required wallet and click the pencil icon that appears to the right.

4

In the popup, select a new option from the Role dropdown.

5

Click Save.

A user is now assigned a new role to access the specific wallet.

For multiple wallets

To change a user role:

1

Click your profile icon in the upper right page corner and select Access list.

2

On the Staff tab, select a user whose role you want to change.

3

Mark the checkboxes of required wallets. Mark the top checkbox to select all wallets.

4

From the Action menu above the wallet list, select Edit access.

5

In the popup, select a new option from the Role dropdown.

6

Click Save.

A user is now assigned a new role to access the selected wallets.