> ## Documentation Index > Fetch the complete documentation index at: https://docs.ca.cryptoprocessing.com/llms.txt > Use this file to discover all available pages before exploring further. # Add a user **Available to roles (Roles determine what each user can see and do in the portal.):** Add users to your merchant account and assign roles that match their responsibilities. This page explains how to choose the right role, invite a new user, and request **Owner** access when needed. ## Determine which role to use User roles define what each user can see and do in the portal. > [!NOTE] > > Roles marked **By request only** cannot be assigned directly from the portal. Contact your account manager to assign them. View For users who need read access to account activity, with a limited set of transactional actions. **permissions** * View account balance, account information, fees, cold addresses, transactions, payments, invoices, payment requests, mass payouts, withdrawal and operation limits, team members, and contacts * Manage deposit addresses * Resend transaction callbacks * Create payment requests and invoices * Resend refund emails Exchange For users who need to convert funds between currency balances. **permissions** * All **View** permissions * Exchange funds Limits For users who configure withdrawal thresholds and cold wallet transfer rules. **permissions** * All **View** permissions * Manage keep-on-hot limits * Manage the minimum transaction amount for automatic transfers to cold wallets Submitter By request only For users who initiate crypto withdrawals and payouts but should not be able to approve them. **permissions** > [!WARNING] > > For the **Submitter** role to function as intended, withdrawal limits must be configured. If no limits are configured, or if a withdrawal amount does not exceed the configured limit, withdrawals created by a **Submitter** will be processed immediately without requiring approval. * All **View** permissions * Create crypto withdrawals * Create mass payouts Approver By request only For users who approve withdrawals but should not be able to initiate them. **permissions** * All **View** permissions * Approve or decline withdrawals that require manual approval Accountant For users who manage fiat operations and bank accounts. **permissions** * All **View** permissions * Create fiat withdrawals * Create fiat top-ups * View and add bank accounts Accounts Payable By request only For users who manage both crypto and fiat operations. **permissions** > [!WARNING] > > For the **Accounts Payable** role to function as intended, withdrawal limits must be configured. If no limits are configured, or if a withdrawal amount does not exceed the configured limit, withdrawals created by an **Accounts Payable** user will be processed immediately without requiring approval. * All **View** permissions * Create fiat withdrawals * Create fiat top-ups * View and add bank accounts * Create crypto withdrawals * Create mass payouts * Manage payment refunds * Exchange funds Owner By request only Full access to the merchant account and all portal sections. **permissions** * Includes permissions from all other roles * Add and remove users, and update user roles * Manage API keys and allowed IP addresses * Configure callback URL, callback options, and callback parameters * Configure withdrawal limits * Configure balance amount notifications and notifications for pending withdrawal approvals * Disable withdrawals * Manage cold addresses * Manage active currencies (shown on the **Balances** tab) * Configure underpayment handling for payment requests * Configure payment currencies for payment requests Restricted No access to the portal. Can contact the Support team and create tickets. ## Add a new user Follow these steps to add a new user: **1. In your portal, go to the Team tab and click Add users.** **2. Enter the user's email address.** The user will receive an invitation email at this address with instructions on how to activate their account. **3. Select a role for the user.** Refer to the section above for information about user roles. > [!NOTE] > > The **Owner**, **Submitter**, **Approver**, and **Accounts Payable** roles can only be assigned by contacting your account manager. To create a user with one of these roles, first create the user with the **View** role, then contact your account manager and provide the user's email address. **4. Enter your 2FA code and click Add.** The user will receive an email with their login and temporary password. For instructions on initial account setup, refer to [Log in and configure 2FA](https://docs.ca.cryptoprocessing.com/merchant-administration/log-in-and-configure-2-fa.md). ## FAQ ### How do I add a user with the Owner, Submitter, Approver, or Accounts Payable role? First, create a new user with the **View** role. Then, contact your account manager to assign the role to this user. For the **Owner** role, you will be asked to complete a special authorization form before the role is granted. ### Why can't a Restricted user access the portal? Users with the **Restricted** role do not have access to the portal and are logged out immediately after entering their credentials. Users with the **Restricted** role only have access to the help center. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.