
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 withdraw supported assets.
- Mint, convert and redeem Paxos-issued stablecoins.
- View reports.
Approver
The Approver can approve or reject any submitted action that requires Approvals.Developer
The Developer can view, create, update and delete API credentials.Viewer
A Viewer has read-only access to view user roles and permissions, cash and crypto balances, deposit and transfer details, API keys, reports as well as conversion information.Custom Roles
Custom roles enable organizations to define granular access control for users by specifying a tailored set of permissions and actions beyond the above predefined role templates. Custom roles can be created from the Team Management > Roles tab via theAdd Custom Role button.


Some permissions will be flagged as
Requires KYC. Permissions that enable the movement of funds (either on/off platform or between entities) require users to be KYC verified before being able to use them.