Team management
In Settings, under Access control, select Team to manage users in your organization.Adding a user
1
Start enrollment
Click Add user.
2
Select a role
Choose the role this user will have in your organization, then click Next.
3
Assign vault policies
For users with the Administrator or Operator role, select the vault policies to assign them to. The user will be added to every vault those policies apply to. Click Next.
4
Set permissions
Review the user’s roles and privileges. For each selected vault policy, set whether the user can Initiate and approve operations or Initiate only. Click Next.
5
Send invitation
Enter the user’s email address and press Submit. The user will be added to your organization once they complete enrollment on their phone and the operation is approved.
Users with Initiate and approve permissions still need to be added to a policy’s approval rules to approve specific operation types.
Removing a user
Select the options menu for a user and click Remove to remove them from the organization.
Viewing user details
Click on a user on the Team page to view their email address, date added, roles, and assigned policies.Roles
In Settings, under Access control, select Roles to review the roles and permissions across your organization. Click Download structure to export a report of each user’s roles and permissions. Select any system role to see its details and the list of users assigned to it.Administrator policy
In Settings, under Access control, select Policies, then select Admin policy to view its details. To make changes, click Edit policy or use the iOS app. The Rules and Users tabs behave the same here as on iOS. See Administrator policy for base quorums and sub-quorums, and Rules for adding, editing, and deleting rules.Any changes are subject to quorum approval according to the policy in place. You will be prompted to submit biometric approval on your iOS device.
Vault policies
In Settings, under Access control, select Policies, then select a vault policy to view its details. To make changes, click Edit policy or use the iOS app. See Vault policies for quorums, sub-quorums, and assigned vaults, and Rules for rule outcomes and conditional rules.Managing policy users
On the Users tab of either policy, click Edit users to add users, edit permission levels, or remove users.- Adding a user with Initiate and approve permissions adds them as an approver of the policy’s default rule.
- Demoting a user to Initiate only removes them from all rules.
Assigning vaults to a policy
Select the Assigned vaults tab and click Assign vaults to assign a vault policy to additional vaults.Changing the policy assigned to a vault
You can change the policy assigned to a vault in two ways:- Go to Settings, edit a policy, and assign it to the vault.
- Go to Dashboard, enter a vault, go to Settings, scroll down, and select Change policy. Then select an existing policy or create a new one specifically for that vault.