User roles and teams

Add and manage users and teams in Liminal Vaults.

User roles

In Liminal Vaults, an organisation is a workspace where VASP like exchanges can manage their day-to-day operations on their wallets, transactions, policies, etc. The platform has role-based access control, meaning that depending on the type of role assigned to a user, they will have predefined access and control on the features within the platform.

The owner of the organisation is onboarded first in an organisation, who can further add other users—admins and members to the organisation. All users have their distinct roles and responsibilities to handle various tasks in the organisation. The following table illustrates different types of access and permission allowed for each role. Note that the admin and members can take the applicable actions on the wallets they are associated with.

Feature

Type of access and permission

Owner

Admin

Member

Home > Pending Actions

View and approve pending transactions

Home > Pending Actions

View and approve pending policies

Wallets > Wallets

Enable, disable, update Autogas refill

Wallets > Wallets

Send transactions (for warm MPC and cold multisig wallets)

Wallets > Wallets

Receive transactions

Wallets > Wallets

Create refill schedule (for cold multisig wallet)

Wallets > Wallets

Archive a wallet

Wallets > Wallets > Overview

View all assets and balances

Wallets > Wallets > Addresses (for deposit wallets)

Search an address in a deposit wallet

Wallets > Wallets > History

Download transactions report

Wallets > Wallets > Policy

View and search a policy

Wallets > Wallets > Policy

Add or remove a policy

Wallets > Wallets > Settings

Add users with view access

Wallets > Wallets > Settings

Download key card

Wallets > Exchange

Search exchange accounts

Wallets > Exchange

Create an exchange account

Wallets > Exchange

Send and receive transactions

Wallets > Refills

View, search, add, approve all refill wallets

Wallets > Refills

Push a refill transaction

Wallets > Staking

View staking

Wallets > Staking

Create a staking account

Wallets > Staking

Stake, unstake, and claim rewards

Wallets > Staking

Withdraw amount from the staking account

Wallets > Gas Station > Balance

View balances

Wallets > Gas Station > History

View history

Wallets > Gas Station > Rules

View Gas Station rules

Wallets > Gas Station

Refill a Gas Station wallet, edit or disable rules of a Gas Station wallet

History

View all successful, pending, and rejected transactions

History

Download reports

Reports > Holding statement

Download holding statement report

Reports > Account statement

Download account statement report

Reports > Compliance report

Download compliance report

Reports > Audit logs

View and filter audit logs using transactions, policies, users, teams, wallets options

Reports > Audit logs

Filter audit logs for any user

Apps > Notabene,
TRM

View and set up all available apps

Dev > Configure > Download SDK

Download SDK

Dev > API key

Generate and manage API keys

Dev > Webhooks

Configure, search, retry, resend, and filter successful and failed webhooks.

Dev > Smart Consolidation

View all configured rules and add, remove, and update a Smart Consolidation rule

Settings > User Management

View and invite users

View only

Settings > User Management

Invite members and admins

Invite members only

Settings > User Management

View and create teams

Settings > User Management

Edit teams

Settings > Policy management

View and add policy rules

View only

Settings > Policy management

Edit minimum approvals (admin quorum)

Settings > Policy management

View firewall policies

Settings > Wallet key cards

View and download all wallet key cards

Settings > Notifications and alerts

View, filter, add, edit, disable, delete, alerts

Settings > Compliance

View and set up TRM and Notabene

Settings > Security

Search and filter audit logs

Add users to your organisation

As an owner of your organisation, you can add admins and members to your organisation. And as admins, you can add only members. Adding users with their limited access and permissions in your organisation allows you to divide tasks among different users and manage them conveniently. Refer to the Add users to your organisation guide to add users.

Edit a user role

A user onboarded as an admin or member role can be changed in the organisation. This eliminates the need to create two separate accounts. The owner of the organisation can re-assign roles to users in Liminal Vaults. For example, changing a user with the role of an admin to a member, or vice versa.

Take the following steps to change a user role.

  1. Log into Vaults.
  2. Go to Settings. Under User Management > Users, select View.
  3. Select the three dots icon corresponding to the user whose role you want to change.
  4. Select Mark as Member or Mark as Admin to change the role.
  1. Enter the code in the field you received in the Google Authenticator mobile app against the credentials with which you have signed into Vaults.
  2. Select Continue to authenticate yourself.

Teams

A team in a wallet is a group of users who collaboratively manage your wallet transactions. You can create teams of transaction initiators and signers. Transaction initiators are responsible for initiating transactions from a wallet. Transaction signers are responsible for signing the transactions, using the appropriate signing devices like mobile phone for warm MPC wallets and Ledger for cold multisig wallets. You can create teams and then assign them at the time of creating a new wallet.

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Note

  • All users (owner, admin, member) can be added to a team of transaction initiators and signers.
  • A user who has set up their signing devices like mobile phone or Ledger, can be added to the team of signers.
  • Users' team roles (initiator or signer) are limited to the wallet assigned to their team. The same user may have a different role in another wallet.

Create a team of users

An owner or admin of your organisation, you can set up teams of users (owner, admins, members) who can initiate or sign transactions from warm MPC wallets. Refer to the Create a team of initiators to create an initiator team. Refer to the Create a team of signers to create a signer team.

Once done, you can assign the team while creating new warm MPC wallets.

Edit users in a team

As an owner of your organisation, you can edit the members of a team. A team is assigned one-time at the time of creating new wallets. With the ability to edit members of a team, you can update users in a team that is already assigned to the existing wallets. You can also view all the associated wallets and the preconfigured minimum number of users for each wallet.

As an owner, take the following steps to edit users in a team.

  1. Log into Vaults.
  2. Go to Settings > User Management > Teams. Then select View.
  1. Select the three dots icon for a team and then select Edit Team.
  1. You can add or remove users from the team.
  1. Select Edit Team to confirm the changes.
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Note

  • You will receive an alert in case the number of users are inadequate in any wallet as per its configuration, as shown in the following screenshot.
  • Deleting a team is not currently supported in Liminal Vaults.