Learn more about the default roles for your Entity.
The Dashboard includes a default set or associated roles and permissions that the Entity Manager provisions before using the Dashboard.
These roles and associated permissions are bound to the Entity, so it is possible to have different roles depending on an individual’s Entity-specific responsibilities.
Have questions about your role and access?Contact your Entity Manager for help.
All Organizations have at least one Organization Administrator with permission to onboard Entities.
Organization Administrators who complete the onboarding for an Entity automatically become the Entity Manager for that Entity.
Entity Managers assign roles, add users, map identity provider groups to roles, etc.
Entity Managers can review Entity specific settings.
Entity Managers can be reassigned once an Entity has been created.
Entity Managers have view permissions across the Dashboard, but cannot perform treasury focused actions.
A Viewer has read-only access to view user roles and permissions, cash and crypto balances, deposit and transfer details, API keys, reports as well as conversion information.