> ## 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.

# Change a user role

**Available to roles (Roles determine what each user can see and do in the portal.):**

Update a user’s account access when their responsibilities change. This page explains how to choose the right role, change an existing user’s role, 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.

## Change a user role

**Step 1**

In your portal, go to the **Team** tab.

**Step 2**

Click the pencil icon next to the user you want to remove.

**Step 3**

Select a new role for the user.

**Step 4**

Enter your 2FA code and click **Save**.

## FAQ

### How do I assign the Owner, Submitter, Approver, or Accounts Payable role to a user?

Only your account manager can assign the **Owner**, **Submitter**, **Approver**, and **Accounts Payable** roles. To assign one of these roles, contact your account manager.

### How do I change the role of a user with the Owner role?

To change the role of an **Owner** user, contact your account manager.


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