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
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
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
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
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
View
Allows accessing the AML Query page.
AML Query
Allows performing AML queries.
Payment Engine
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
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
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
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
Create Wallet
Allows creating new wallets.
Please note that Wallet-specific permissions are managed separately, please refer to wallet member management.
Bill
View
Allows viewing team transaction history across all wallets.
Export
Allows exporting billing records.
Policy
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
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:
Last updated
Was this helpful?