Use this guide to configure user access, maintain approval coverage, and resolve common issues.
Recommended setup
1 Root: Account owner with full access.
1 Manager: Manages users when the Root is unavailable.
At least 2 Admins: Manage API, project, and approval settings.
At least 2 approvers per approval type: Prevent delays when an approver is unavailable.
Where possible, assign these responsibilities to different people.
Choose the right role
Root: Full account access.
Manager: Invites, edits, and locks or unlocks users.
Admin: Manages API, projects, approvals, and financial operations.
Spend: Performs permitted exchanges and financial operations.
Support: Handles permitted refunds and related support tasks.
Create: Manages the hosted catalog and checkout.
View: Accesses reports.
Each user can have only one role and can access only assigned projects.
Only the Root and Manager can manage users.
Only the Root and Admin can manage API, project, and approval settings.
Security tip: Assign the lowest role required for each user's responsibilities. Grant financial permissions only to trusted, authorized team members.
Prevent common issues
User management is blocked: Only the Root and Manager can manage users. Always assign a Manager so user changes do not depend on the Root alone.
Approval requests are pending: Ensure at least two users can approve every approval type in use. If the only approver is unavailable, the Root or an Admin must assign approval rights to another eligible user in Manage Approvers.
A user cannot see a project: Ask the Root or Manager to check and update the user's project access.
API or approval settings cannot be changed: These tasks require Root or Admin access. Maintain at least two trusted Admins.
Frequently asked questions
Can a user have multiple roles?
Can a user have multiple roles?
No. Each user can have only one role.
Who can invite, edit, or lock users?
Who can invite, edit, or lock users?
Only the Root and Manager.
Who can access API keys and configure approvals?
Who can access API keys and configure approvals?
Only the Root and Admin.
Why can't our Admin add a user?
Why can't our Admin add a user?
The Admin role does not include user-management permissions. Ask the Root or Manager.
The invitation link has expired. What should we do?
The invitation link has expired. What should we do?
Invitation links are valid for 6 hours. Ask the Root or Manager to send a new invitation.
An approval request is stuck. What should we do?
An approval request is stuck. What should we do?
Check whether the approver is unavailable or locked. The Root or an Admin can assign approval rights to another eligible user.
What should we do when a team member leaves?
What should we do when a team member leaves?
The Root or Manager should lock their account on the same day. Check that at least two approvers remain for every approval type the person supported.
How do we replace the Root?
How do we replace the Root?
The Root cannot be replaced from within the account. Contact Cryptopay Support.
If you have any questions, please feel free to contact us in the live chat or via email at b2bsupport@cryptopay.me