> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cryptoprocessing.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Change a user role
export const RoleCard = ({title, byRequestOnly = false, children}) => {
return
{title}
{byRequestOnly && By request only}
{children}
;
};
export function Available({to, except}) {
const roles = roles;
if (to) {
return <>Available to {roles}: {to.map(role => <>{" "}{role})};
} else {
return <>Available to all {roles} except {except.map(role => <>{" "}{role})};
}
}
Update a user’s account access when their responsibilities change. This page explains how to choose the right role, change an existing user’s role, and request **Owner** access when needed.
## Determine which role to use
User roles define what each user can see and do in the portal.
Roles marked **By request only** cannot be assigned directly from the portal. Contact your account manager to assign them.
For users who need read access to account activity, with a limited set of transactional actions.
* View account balance, account information, fees, cold addresses, transactions, payments, invoices, payment requests, mass payouts, withdrawal and operation limits, team members, and contacts
* Manage deposit addresses
* Resend transaction callbacks
* Create payment requests and invoices
* Resend refund emails
For users who need to convert funds between currency balances.
* All **View** permissions
* Exchange funds
For users who configure withdrawal thresholds and cold wallet transfer rules.
* All **View** permissions
* Manage keep-on-hot limits
* Manage the minimum transaction amount for automatic transfers to cold wallets
For users who initiate crypto withdrawals and payouts but should not be able to approve them.
For the **Submitter** role to function as intended, withdrawal limits must be configured. If no limits are configured, or if a withdrawal amount does not exceed the configured limit, withdrawals created by a **Submitter** will be processed immediately without requiring approval.
* All **View** permissions
* Create crypto withdrawals
* Create mass payouts
For users who approve withdrawals but should not be able to initiate them.
* All **View** permissions
* Approve or decline withdrawals that require manual approval
For users who manage fiat operations and bank accounts.
* All **View** permissions
* Create fiat withdrawals
* Create fiat top-ups
* View and add bank accounts
For users who manage both crypto and fiat operations.
For the **Accounts Payable** role to function as intended, withdrawal limits must be configured. If no limits are configured, or if a withdrawal amount does not exceed the configured limit, withdrawals created by an **Accounts Payable** user will be processed immediately without requiring approval.
* All **View** permissions
* Create fiat withdrawals
* Create fiat top-ups
* View and add bank accounts
* Create crypto withdrawals
* Create mass payouts
* Manage payment refunds
* Exchange funds
Full access to the merchant account and all portal sections.
* Includes permissions from all other roles
* Add and remove users, and update user roles
* Manage API keys and allowed IP addresses
* Configure callback URL, callback options, and callback parameters
* Configure withdrawal limits
* Configure balance amount notifications and notifications for pending withdrawal approvals
* Disable withdrawals
* Manage cold addresses
* Manage active currencies (shown on the **Balances** tab)
* Configure underpayment handling for payment requests
* Configure payment currencies for payment requests
No access to the portal. Can contact the Support team and create tickets.
## Change a user role
In your portal, go to the **Team** tab.
Click the pencil icon next to the user you want to remove.
Select a new role for the user.
Enter your 2FA code and click **Save**.
## FAQ
### How do I assign the Owner, Submitter, Approver, or Accounts Payable role to a user?
Only your account manager can assign the **Owner**, **Submitter**, **Approver**, and **Accounts Payable** roles. To assign one of these roles, contact your account manager.
### How do I change the role of a user with the Owner role?
To change the role of an **Owner** user, contact your account manager.
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