Roles and Responsibilities
The Dashboard includes a default set or roles and permissions that the Entity Manager provisions before using the Dashboard. These roles and associated permissions are bound to the Entity, so it is possible to have different roles depending on an individual's Entity-specific responsibilities.
Have questions about your roles? Need to change your access? Contact your Entity Manager for help.
Organization Administrator
All Organizations have at least one Organization Administrator with permission to onboard Entities. Organization Administrators who complete the onboarding for an Entity automatically become the Entity Manager for that Entity.
Entity Manager
Entity Managers assign roles, add users, map identity provider groups to roles, etc. Entity Managers can review Entity specific settings. Entity Managers can be reassigned once an Entity has been created. Entity Managers have view permissions across the Dashboard, but cannot perform treasury focused actions.
Use the Entity ID on the Admin > Entity Settings when contacting Support.
Treasurer
The Treasurer role enables users to:
- Create Profiles and update balances.
- Deposit, transfer and withdrawal supported assets.
- Mint, convert and redeem Paxos-issued stablecoins.
- View reports.
Viewer
A Viewer has read-only access to the Dashboard to see user roles and permissions, cash and crypto balances, deposit and transfer information, API keys, reports as well as conversion information.
Developer
The Developer can view, create, update and delete API credentials.