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Assigning user roles to members requires the appropriate permissions. If you cannot access the Members or User Roles management pages, or if you see No Permission, contact your organization admin and request the role shown on the page or a role that includes the required member and role management permissions.
You can assign user roles to either new or existing members.

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Assign user roles to new members

To assign user roles while inviting new members:
  1. Log in to Cobo Portal and click your profile avatar in the top-right corner.
  2. Choose Organization from the dropdown menu.
  3. Click the Members tab.
  4. Click Invite Members.
  5. In the Invite Members dialog, select the appropriate User Roles for the new member. The Invite Members dialog
    • To view details about each user role, hover over the more icon the more icon and click View User Role Details to display the User Role Details dialog. The User Role Details dialog
    • To set a wallet scope to each user role, hover over the Applicable to specific wallets label and click Edit Wallet Scope to display the Set Wallet Scope dialog. Select the wallet types to which the role applies and click Confirm. The Set Wallet Scope dialog For example, if you select Viewer and set the wallet scope to Smart Contract Wallets, the member will have the viewer permissions to Smart Contract Wallets only.
      You cannot modify the wallet scope for the user roles Approver, Admin, and Manager.
  6. Complete the invitation process by providing the rest of the required information and clicking Submit.
This method allows you to set permissions for new members before they join your organization.

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Assign user roles to existing members

To assign user roles to existing members:
  1. Log in to Cobo Portal and click your profile avatar in the top-right corner.
  2. Choose Organization from the dropdown menu.
  3. Click the Members tab.
  4. Locate the member you want to modify and click the Modify User Role Icon showing the Modify User Role button icon next to their name.
  5. In the Modify User Role dialog, select the appropriate User Roles from the menu. The Modify User Role dialog
    • To view details about each user role, hover over the more icon the more icon and click View User Role Details to display the User Role Details dialog. The User Role Details dialog
    • To set a wallet scope to each user role, hover over the Applicable to all wallets or Applicable to selected wallets label and click Edit Wallet Scope to display the Set Wallet Scope dialog. Select the wallet types to which the role applies and click Confirm. The Set Wallet Scope dialog For example, if you select Viewer and set the wallet scope to Smart Contract Wallets, the member will have the viewer permissions to Smart Contract Wallets only.
      The wallet scope of Admin, Manager, and Approver cannot be modified.
  6. Click Submit to apply the changes.
This process allows you to update permissions for existing members as your organizationโ€™s needs evolve.