Roles
Coinsflow allows your account to be managed by different users with different permissions. You can create your team and define the role of each member based on the list of available roles, or configure custom permissions for your users.
Available Roles
The available roles are:
- Administrator
- Lead support team member
- Support team member
- Finance team member
Administrator
Administrator is the user with more permissions to access information and perform actions on your account. This role can perform requests (make deposits, transfer assets, convert assets, etc.), view all data (all sections are visible) and manage teams (creating users as well).
Lead Support Team Member
The Lead support team member acts as a user between administrator and support team member since they can perform a limited number of actions of some degree of responsibility that keep your business running. Besides viewing all operations' details and reports, this role can perform some financial actions (refund or generate payment links) and manage teams.
Support Team Member
The support team member is a user that has access to information needed to answer your customers' questions. This role can view operation details and reports.
A Support team member is not allowed, however, to perform actions.
Finance Team Member
A finance team member has access to the financial information and they can manage some financial related actions. Besides viewing reports, this role can exchange funds, change conversions permissions and change available assets.
Features' Permissions Per Role
| Feature | Administrator | Lead support team member | Support team member | Finance team member |
|---|---|---|---|---|
| See the list of balances | X | X | X | |
| Execute payouts | X | X | ||
| Exchange crypto | X | X | ||
| Get operations list and details | X | X | X | X |
| Create reports | X | X | X | X |
| List payment links | X | X | X | |
| Create payment links | X | X | ||
| Edit payment links | X | X | ||
| Delete payment links | X | X | ||
| List assets | X | X | X | X |
| Enable\disable assets | X | X | ||
| Enable\disable auto exchanges | X | X | ||
| View team members | X | X | X | |
| Edit team | X | X | ||
| Create users | X | |||
| View and create API keys | X | X | ||
| Edit mass payout | X | X | X | |
| Create mass payout | X | X | X | |
| Approve mass payout | X | X | ||
| Delete mass payout | X | X | X | |
| Adjust daily payout limits | X |
Custom Role
You can also configure permissions individually for any user. To do so, go to Settings → Team Members.
For detailed instructions refer to the Team Management guide.