How to manage user roles

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.