User roles description
Your business account can allow multiple users to access it and perform various operations depending on the user role and access level.
There are 7 user roles: Root, Admin, Spend, Support, Create, View and Manager. Each of them has different levels of access and can only perform operations allowed for the role:
Root is the business account owner. This role is automatically applied to the user who created the business account. Root can use all available options and features to the fullest, e.g. create users, as well as manage API and account transactions.
The Admin role is sufficient for developers or other team members in charge of technical questions. Admin has full access to the business account but, unlike “Root”, can’t add new users.
Spend is suitable for those in charge of fiat and cryptocurrency operations. Such users can’t manage API and project settings.
The Support role is suitable for handling financial operations such as invoices, refunds, and recalculation.
Create can manage web checkouts.
View only has an option to check information in your business account, but not change it.
Manager can manage roles, check information in your business account, view transaction history, and download reports. Other permissions are not available. Only one user can be assigned the Manager role within an account.
Note: Each user can have only one role and access only their assigned projects. Only Root and Manager can manage users, while Root and Admin can manage API, project and approval settings.
Recommended account setup
We recommend assigning a Manager and at least two Admins, preferably to different team members. If the Root is unavailable, the Manager can manage users, while Admins can manage API, projects and approval settings. If no Admin is available, the Manager can assign the Admin role to a trusted user.
Grant users only the permissions they need. Admin and Spend roles allow financial operations and should only be assigned to trusted team members.
How to add a new user
The list of account users can be accessed and managed if you click on the gear button in the top right corner of your account and select Users:
To add a new user, click Add a new user. Then you will need to select a user role. You can choose suitable roles for new users while adding them to your business account:
Once you fill in the corresponding fields, choose the role and click Add a user, and an email invitation will be sent to the email address provided.
Then, your team member has to click the Confirm your email button in the email to join. The link is active for 6 hours. When your colleagues click the link, they are redirected to our platform where they need to enter their login details:
When the password is set up, new users get access to your business account and can perform any actions in accordance with their role. You will see all of your added and invited users in the Users tab in Settings.
If a user can’t access a particular project, the Root or Manager can update their project access in the Users tab in Settings.
Note: The Resend an invitation email button under the users’ details is active until they click the confirmation button in the invitation email:
If your colleague hasn’t received the invitation email, ask them to check their spam folder. If the invitation link has expired, the Root or Manager can send a new invitation using the Resend an invitation email button.
How to delete a user
There is no option to delete a user in your business account. However, Root and Manager can lock and unlock users:
If the users are locked, they are marked with a red label in your Users list:
When a team member leaves
If a team member leaves your company, we recommend that the Root or Manager lock their account to prevent further access. If they had approval rights, we also recommend checking that at least two other users can approve each type of operation they were responsible for.
Important: The Root user cannot be replaced through your business account. If you need to change the Root user, please contact our support team.
If you have any questions, please feel free to contact us by email at b2bsupport@cryptopay.me