Permission

The functionalities available to team members are determined by their assigned roles. Cregis supports the creation, editing, and deletion of roles, allowing precise management of each member's permissions within the team. Each role's scope of permissions can be finely tuned to meet specific needs. The Super Administrator role, which includes all permissions, cannot be edited or deleted.

Permission Definition

Configure access levels by assigning these permissions to different team roles.

Member Management

Permission	Definition
View	Allows viewing the list of team members and their roles.
Invite Members	Allows inviting new members to the team.
Modify Member	Allows modifying member roles.
Remove Member	Allows removing members from the team.

API Management

Permission	Definition
View	Allows viewing all projects in the API page.
Create API	Allows creating new projects for the team.
Callback Handling	Allows processing callback records, including feeding or ignoring.
API Access	Allows viewing API Keys and gateway servers.
Collection	Allows collecting funds from project sub-addresses.
Reset API Key	Allows resetting API Keys.
Add address	Allows manually creating addresses for projects.
Transaction	Allows initiating transactions from project sub-addresses.
Disable the address	Allows enabling/disabling project sub-addresses.
Notification	Allows modifying project notification settings.

Subscription

Permission	Definition
View	Allows viewing the subscription page. Members without this permission can only see basic benefits.
Renew Upgrade	Allows upgrading or renewing the team’s subscription plan.
Scale Up	Allows expanding team features.
Coin application	Allows submitting requests for new token listings.

Crypto Card

Permission	Definition
View Card Data	Allows accessing the Crypto Card page.
View All Cards	Allows viewing all crypto cards created by the team.
Recharge	Allows topping up crypto cards.
Edit Card Information	Allows editing crypto card names (internal use only).
CVV	Allows viewing Cards' CVV.
Create Crypto Card	Allows creating new crypto cards.

Please note that recharge, edit card information, and CVV functions are only applicable to cards the user has permission to view.

AML Query

Permission	Definition
View	Allows accessing the AML Query page.
AML Query	Allows performing AML queries.

Payment Engine

Permission	Definition
View	Allows viewing the Payment Engine page.
Create API	Allows creating new Payment Engine projects.
Edit	Allows editing project name and notifications configuration.
API Access	Allows viewing API Keys and gateway servers for the project.
Reset API Key	Allows resetting API Keys for the project.
Settlement Settings	Allows configuring settlement rules for the project.

Role Management

Permission	Definition
View	Allows viewing the Role Management page.
Add New Role	Allow adding a new role for the team
Modify Role	Allows modifying role permissions.
Delete Role	Allows removing roles.

Address Book

Permission	Definition
View	Allows viewing the team address book.
Add New Address Book	Allows adding new addresses to the book.
Modify Address	Allows modifying existing addresses.
Delete Address Book	Allows removing addresses.

Collaboration

Permission	Definition
Approval	Allows processing workflows where the assigned approver is oneself.
View All Collaborative Data	Allows viewing full collaboration logs (requests, approvals, signatures).
Initiate Payment Request	Allows submitting payment requests.
Signature	Allows processing workflows where the assigned signer is either oneself or not specified.

Please note that approval and signature permission depend on workflow rules and shard ownership.

Wallet

Permission	Definition
Create Wallet	Allows creating new wallets.

Please note that Wallet-specific permissions are managed separately, please refer to wallet member management.

Bill

Permission	Definition
View	Allows viewing team transaction history across all wallets.
Export	Allows exporting billing records.

Policy

Permission	Definition
View	Allows accessing the policy page.
Add New Policy	Allow adding a new policy for the team.
Modify Policy	Allows modifying, enabling, and disabling policy.
Delete Policy	Allow deleting policy.
View Policy Log	Allows viewing the policy execution log.

Automation

Permission	Definition
View	Allows accessing the automation page.
Add Rule	Allows setting up new automation rules.
Edit Rule	Allows modifying existing rules.
Delete Rule	Allows removing automation rules.
Execute Rule	Allows enabling/disabling rules.
Execution Log	Allows reviewing rule execution history.

Manual

Adding Role

You can manage your team’s roles by navigating to Manage → Role. On the role management page, you can add new roles and edit their permissions.

Delete Role

You can delete a role as below. Please note that you need to complete the Google verification to delete a role.

Edit Role

You can enter the role permissions edition page as below: