Assign user roles to members

Learn how to assign user roles to new and existing members in Cobo Portal, streamlining permissions and enhancing team management.

You can assign user roles to either new or existing members.

Assign user roles to new members

To assign user roles while inviting new members:

1. Click the circular icon on the lower left of Cobo Portal.

2. Navigate to Organization > Members.

3. Click Invite Members.

4. In the Invite Members dialog, select the appropriate User Roles for the new member.

   

   • To view details about each user role, hover over the more icon and click View User Role Details to display the User Role Details dialog.

     

   • To set a wallet scope to each user role, hover over the Applicable to specific wallets label and click Edit Wallet Scope to display the Set Wallet Scope dialog. Select the wallet types to which the role applies and click Confirm.

     

     For example, if you select Viewer and set the wallet scope to Smart Contract Wallets, the member will have the viewer permissions to Smart Contract Wallets only.

5. Complete the invitation process by providing the rest of the required information and clicking Submit.

This method allows you to set permissions for new members before they join your organization.

Assign user roles to existing members

To assign user roles to existing members:

1. Click the circular icon on the lower left of Cobo Portal.

2. Navigate to Organization > Members.

3. Locate the member you want to modify and click the Modify User Role icon next to their name.

4. In the Modify User Role dialog, select the appropriate User Roles from the menu.

   

   • To view details about each user role, hover over the more icon and click View User Role Details to display the User Role Details dialog.

     

   • To set a wallet scope to each user role, hover over the Applicable to all wallets or Applicable to selected wallets label and click Edit Wallet Scope to display the Set Wallet Scope dialog. Select the wallet types to which the role applies and click Confirm.

     

     For example, if you select Viewer and set the wallet scope to Smart Contract Wallets, the member will have the viewer permissions to Smart Contract Wallets only.

     The wallet scope of Admin, Manager, and Approver cannot be modified.

5. Click Submit to apply the changes.

This process allows you to update permissions for existing members as your organization’s needs evolve.

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