User roles

In Liminal Vaults, an organisation is a workspace where businesses 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, which are explained as follows.

Owner

The owner holds the following responsibilities:

• Highest authority within the organisation
• First user who is onboarded into the organisation
• Oversees all operations
• Invites other admins and members to help manage the organisation policies
• Set up owner mobile device
• Securely backup, emergency recovery kit
• Invites other users as mobile signers
• An organisation can only has a single owner

The owner has the following permissions in Liminal Vaults:

• View and manage all organisation settings
• Set up admin quorum for policy changes
• Invite other users—admins and members
• Invite users as mobile signers
• Edit users of a team
• Change roles of other users (admins and members)

Admin

The admin holds the following responsibilities:

• Assist the owner in managing the organisation
• Set up wallet policies
• Create wallets
• Initiate and sign transactions
• Configure and enable apps.
• Set up teams of transaction initiators and signers
• Set up Gas Station wallet, Smart Refill wallet, exchange accounts, etc.

The admin has the following permissions in Liminal Vaults:

• View and manage organisation settings
• Invite members
• Initiate or approve policy changes
• Whitelist addresses
• Enable staking
• Configure apps like Notabene, TRM Labs

Member

The member holds the following responsibilities:

• Performs limited tasks, such as signing or initiating transactions, viewing wallet details, downloading transaction history reports.

The member has the following permissions in Liminal Vaults:

• View wallets they’re associated with
• Initiate and sign transactions
• View transaction history and download reports

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.

5. Enter the code in the field you received in the Google Authenticator mobile app against the credentials with which you have signed into Vaults.
6. 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 cold 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 a cold 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 cold 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.

3. Select the three dots icon for a team and then select Edit Team.

4. You can add or remove users from the team.

5. 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.