This guide explains how to control access to your service's dashboard. By assigning specific roles, you can ensure your team members have the appropriate level of access to user data and system settings.
1. Role Hierarchy & Permissions
Access levels are organized in a hierarchy. Higher-level roles have broader permissions, while lower-level roles are more restricted.
Billing Owner > Manager > KYC Approver > KYC Reviewer > Read-only > Accountant
| Role | Key Permissions |
|---|---|
| Billing Owner | Full Access, includes managing company information and payment methods. |
| Manager | Full access except for billing and company settings. |
| KYC Approver | Can review and approve profiles; cannot delete data or change settings. |
| KYC Reviewer | Can process profiles but cannot approve, delete, or change settings. |
| Read-only | Can view user profiles only. Cannot delete the profile or update settings. |
| Accountant | Can view usage data and plan settings in the Admin Console. No access to the KYC Dashboard. |
2. Team Management Principles
To maintain security, the following rules apply to role assignments and modifications:
Inviting Members: You can only assign a role that is equal to or lower than your own. (e.g., a Manager can invite an Accountant, but cannot invite a Billing Owner).
Upgrading & Removing: Only the Billing Owner has the authority to upgrade a member's role or remove them from the service.
Downgrading: A member with a higher role can downgrade others who hold the same or a lower rank.
3. How to Add a Team Member
Adding a member grants them immediate access to your dashboard. Please ensure you select the correct role for their responsibilities.
Log in to the Blockpass Admin Console.
Select the specific Service you wish to manage.
Navigate to the TEAM tab.
Click the ADD MEMBER button.
In the pop-up board, enter the member's email address and select their role.
Click INVITE
You can only add one email address at a time. The invitee will receive an email with a link to access the Console.
4. Editing or Removing Members
Upgrading or Downgrading a Role
Upgrading a role is available only for the Billing Owner. Downgrading a role is available only for members who currently have a higher role than the role they want to downgrade to.
To upgrade or downgrade a user’s role:
Go to the Team tab.
Click on the account whose role you want to upgrade or downgrade.
Select the desired role and click UPDATE.
Removing a Member
Only the Billing Owner can remove accounts.
Navigate to the TEAM tab.
Locate the member's email and click the Delete icon.
Select REMOVE.
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