User roles and permissions
Introduction to user roles and permissions
User roles and permissions
Introduction to user roles and permissions
Understand user roles and permissions in Cobo Portal, enabling precise control over member access and responsibilities within your organization.
User roles consist of predefined sets of rules that enable you to assign specific permissions to designated members within your organization. Cobo offers preset user roles, with the option to create additional roles tailored to your specific requirements.
The table below previews the updated user roles and permissions, scheduled for release on 2025/01/02. For the current set of user roles and permissions, please refer to the table at the bottom of this page.
| Permissions | Viewer | Spender | Approver | Staker | Operator | Manager | Admin | ||
|---|---|---|---|---|---|---|---|---|---|
| Primary Function | Secondary Function | Tertiary Function | View Only | Initiate Withdrawal | Approve Transactions | Manage Staking | Configure Wallets | Assist Organization Management | Highest Permission |
| Organization Management | Member Management | View Members | - | - | - | - | - | ✔️ | ✔️ |
| Add Members | - | - | - | - | - | ✔️ | ✔️ | ||
| Remove Members | - | - | - | - | - | ✔️ | ✔️ | ||
| Edit Members (Status / User Role) | - | - | - | - | - | ✔️ | ✔️ | ||
| Organization Management | Edit Organization Information | - | - | - | - | - | ✔️ | ✔️ | |
| Freeze Organization | - | - | - | - | - | ✔️ | ✔️ | ||
| Unfreeze Organization | - | - | - | - | - | ✔️ | ✔️ | ||
| Fee Station | View | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| Edit | - | - | - | - | ✔️ | ✔️ | ✔️ | ||
| Operation Logs & Governance Policies | View | - | - | - | - | - | ✔️ | ✔️ | |
| Edit | - | - | - | - | - | - | ✔️ | ||
| Transaction Categorization | View | - | - | - | - | - | ✔️ | ✔️ | |
| Edit | - | - | - | - | - | ✔️ | ✔️ | ||
| Pricing Plan Usage and Billing Management | View | - | - | - | - | - | ✔️ | ✔️ | |
| Edit | - | - | - | - | - | ✔️ | ✔️ | ||
| Transaction Management | Wallet Management | View Wallet Info | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Edit Wallet Configuration | - | ✔️ | - | - | ✔️ | ✔️ | ✔️ | ||
| Transaction Management | View Transaction Records | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| Download Transaction Records | - | ✔️ | - | - | ✔️ | ✔️ | ✔️ | ||
| Initiate Withdrawal | - | ✔️ | - | - | - | - | ✔️ | ||
| Stake / Unstake | - | - | - | ✔️ | - | - | ✔️ | ||
| MPC Wallets Private Key Shares Management | View | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| Edit | - | - | - | - | ✔️ | ✔️ | ✔️ | ||
| Address Book | View | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| Edit | - | ✔️ | - | - | ✔️ | ✔️ | ✔️ | ||
| Transaction Policies | View | - | - | - | - | ✔️ | ✔️ | ✔️ | |
| Edit | - | - | - | - | ✔️ | ✔️ | ✔️ | ||
| Developer Console | All Modules | View | - | - | - | - | ✔️ | ✔️ | ✔️ |
| Edit | - | - | - | - | ✔️ | ✔️ | ✔️ |
The following table list the current user roles and permissions.
| Preset User Roles | Permission Scope |
|---|---|
| Viewer | • Default user role after account activation. • Read-only access to asset allocation and transaction history within the organization. • Not allowed to initiate any operations. |
| Spender | • Initiate withdrawal transactions. • Interact with dApps using MPC Wallets and Smart Contract Wallets. • Same as Viewer otherwise. |
| Staker | • Stake, unstake, and withdraw assets. • Same as Viewer otherwise. |
| Approver | • Approve withdrawal transactions. • Same as Viewer otherwise. |
| Operator | • Manage wallet settings such as creating and deleting wallets as well as changing transaction policies associated with the wallet. • Same as Viewer otherwise. |
| Admin | • Manage organization settings such as freezing and unfreezing the organization, adding and removing members, creating and changing user roles, as well as changing governance policies. • Same as Viewer otherwise. |
Feel free to share your feedback to improve our documentation!
Was this page helpful?