Determine which role to use
User roles define what each user can see and do in the merchant dashboard.View — monitor account activity and perform basic operational tasks
View — monitor account activity and perform basic operational tasks
Can view account information, fees, cold addresses, transactions, payments, invoices, mass payouts, withdrawal and operation limits, and contacts. Can also manage deposit addresses, resend transaction callbacks, and create invoices.
Exchange — exchange funds
Exchange — exchange funds
Includes all View permissions and allows users to exchange funds.
Limits — manage limits
Limits — manage limits
Includes all View permissions and allows users to manage keep-on-hot limits and the minimum transaction amount for automatic transfers to cold wallets.
Owner — full access
Owner — full access
Has full access to the account and all dashboard sections. Users with the Owner role can:
- Add users and update user roles
- Manage API keys
- Configure callbacks
- Configure notifications
- Manage bank accounts
- Manage cold addresses
- Withdraw funds
- Configure withdrawal limits
- Approve withdrawals that exceed the withdrawal limit
To assign the Owner role to a user, contact our Support team.
Restricted — contact Support only
Restricted — contact Support only
Can contact the Support team and create tickets. Cannot view information or perform actions in the merchant dashboard.
Add a new user
Follow these steps to add a new user:Enter the user's email address.
The user will receive an invitation email at this address with instructions on how to activate their account.
Select a role for the user.
Refer to the section above for information about user roles.
The Owner role can be assigned to a user only by contacting our Support team. To create a user with the Owner role, first create the user with the View role, then contact our Support team and provide the user’s email address.
Enter your 2FA code and click Add.
The user will receive an email with their login and temporary password. For instructions on initial account setup, refer to Log in and configure 2FA.