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Before you can manage vaults and assets, you need to add your team members as participants in your Porto organization. Each participant gets a role that defines their permissions.

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Add a participant

1

Open settings

From the home screen, tap the Settings icon.
2

Select team

Tap Team or Participants.
3

Add participant

Tap Add participant or the + button.
4

Enter email address

Type the email address of the team member you want to invite.
5

Assign a role

Select their permission level:
  • Viewer — Read-only access to vaults
  • Operator — Can initiate deposits and receive requests
  • Initiator — Can initiate transfers and withdrawals
  • Approver — Can approve operations from others
  • Admin — Full access to settings, users, and operations
6

Add to vaults

Select which vaults this participant should have access to. You can adjust this later.
7

Review and send invite

Verify the email and role, then tap Send invite.
8

Approve if required

If you have admin permissions, you may need to approve adding this participant. Complete biometric authentication to confirm.
The invited participant will receive an email with instructions to download the Porto app and join your organization. They’ll need to accept the invitation within the app.

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Participant roles

See Permission levels for detailed permission matrices.

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Participant status

Participants in your organization show different statuses:
  • Active — Participant has joined and can access vaults
  • Pending — Invitation sent, awaiting participant acceptance
  • Inactive — Participant has been removed from the organization

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Manage participant access

After adding a participant, you can:
  • Change their role — Update permissions at any time
  • Add to more vaults — Grant access to additional vaults
  • Remove from vaults — Restrict access to specific vaults
  • Remove from organization — Complete removal (see Remove user)

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Best practices

  • Principle of least privilege — Give each participant only the minimum permissions they need
  • Separate roles — Use different people for initiating and approving to prevent unauthorized operations
  • Regular audits — Review participant access quarterly to ensure it’s still appropriate
  • Document approvers — Keep a record of who your policy designates as approvers for compliance

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Next steps

For detailed instructions on managing user permissions, removing users, and adjusting vault access, see the Users & access control section.