All about Users and Roles

Created by Freya Saha, Modified on Thu, 9 Oct at 3:45 PM by Freya Saha

Roles and Responsibilities:


Customer Organization (Customer of Liminal Custody service):


  • Owner

The owner has the highest level of control and authority within the organization. They can manage organization settings, user permissions, Team modification, and access controls. Additionally, owners typically have the authority to make critical decisions regarding the organization's operations and strategic direction.


  • Admin:

Admins also have significant control over the organization's operations. Like owners, they can manage organization settings, user permissions, and access controls. In addition to these responsibilities, admins may also have the ability to initiate and authorize transactions on behalf of the organization. This role is often entrusted with managing day-to-day operations and ensuring smooth functioning.


  • Member: 

Members have limited control compared to owners and admins. They can participate in wallet management, view transaction history, and perform necessary actions within the organization's account. However, their permissions may be restricted compared to owners and admins, focusing primarily on operational tasks rather than managerial responsibilities.


Permission Matrix 

Menu

Features

Functions

Sub-functions

Owner

Admin

Member


Home

Portfolio Value

Send/ Receive

Select available wallets

Protocols (Donut chart)














Wallets












Wallets

New Wallets

Select available protocols

Rename Wallet

Edit & Save

Send

Select whitelisted address

Receive

View and copy address

Approve Transaction

Approve or reject transactions

Archive

Archive wallet

Unarchive

Unarchive wallet

History

Download wallet transactions



Policy

(Add & Remove)

Whitelist address

Spending limit

Transaction limit

Settings

Add members


Gas Station

Balance

Refill

Rules

Edit & Enable/ Disable




Transactions


History

Rescan

Select available protocols

Download 

Download report for all wallets


Reports

Holding Statement

Download PDF/ CSV

Account Statement

Select month - Download PDF/ CSV









Settings

Organization Details

Edit details

Edit & Update


User Management

Users

View & Invite

Teams

View & Add



Policy Management

Policy Rules

View & Add

Minimum Approvals

View

Firewall

View

Notifications and Alerts

Add Alerts

Select alerts type

Compliance

Travel Rule

Update travel rule




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