Role
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.
Wallet
Create Wallet
Allows creating new wallets.
Please note that Wallet-specific permissions are managed separately, please refer to wallet member management.
Task
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.
WaaS
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.
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.
Report
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.
AML Query
View
Allows accessing the AML Query page.
Manual Query
Allows performing manual AML queries.
Create Rule
Allows creating rules for automatic AML queries.
Edit Rule
Allows editing rules for automatic AML queries.
Delete Rule
Allows deleting rules for automatic AML queries.
Disable/Enable Rule
Allows disabling or enabling rules for automatic AML queries.
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.
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.
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.
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.
Enterprise Verification
Start Verification
Allows initiating enterprise verification
View Verification Info
Allows viewing enterprise verification information
Marketplace
View
Allows viewing the Application Marketplace
Manage Applications
Allows managing permissions for individual applications
Please note that editing permissions for applications within the Application Marketplace needs to be done separately on the Application Management page.
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. Saving changes requires email verification from the team creator and your Google verification.
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:
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