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Configure user roles and permissions

Cobo Portal offers extensive role-based access control capabilities for you to segregate duties and safeguard your assets and operations. By assigning user roles to your team members, they will be granted permissions associated with that user role, governing which parts of the platform they can access and what operations they can perform. Cobo Portal offers preset user roles, such as Admin, Approver, Spender, Staker, Operator, and Viewer. Alternatively, you can also customize your own roles to suit your unique business needs. To view preset roles, click Organization > Roles. To assign new roles to team members or view their current roles, click Organization > Members. For details, see Organization.

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Configure off-chain transaction policies

You can effortlessly set up and edit off-chain transaction policies. Note that off-chain transaction policies are managed by the backend system of Cobo Portal. You can also automate how each transaction will be handled by setting up an approval action. This could include auto approval, auto rejection, approval quorum, and customized workflows. For details, see Introduction to transaction policies.
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