Introduction to Organization

Get an overview of Cobo Portal’s Organization feature, your control center for managing user roles, permissions, and governance.

To use organization management, your organization must first be provisioned by Cobo Sales. Contact [e-mail], provide your organization details, and sign the service agreement. After provisioning, you can sign in to Cobo Portal to complete the related configurations.

Cobo Portal’s Organization serves as the cornerstone for streamlined account management. Acting as your control center, admin have the exclusive rights to manage user profiles, designate roles, assign permissions, and enforce governance policies. Fortify your business operations by ensuring that each organization member’s actions are both empowered and constrained by clearly defined boundaries.

To access Organization settings, click your profile avatar in the top-right corner and choose Organization.

In the avatar dropdown menu, Account and Preferences are personal settings entries, while Organization is the organization management entry.

The Organization page includes the following tabs:

• General: View and manage your organization’s profile, including the organization name and profile picture. You can also view the organization status and freeze the organization in emergencies.
• Members: Add, remove, and manage organization members and their roles.
• KYC Center: Manage your organization’s Know Your Customer (KYC) verification and compliance settings.
• Transaction Categories: Create and manage transaction categories to organize and label your transactions.
• User Roles: View and manage user roles and their associated permissions.
• Governance Policies: Configure governance policies to control how changes to your organization’s settings are approved.
• Activities: View a log of all activities and changes made within your organization.