User roles consist of predefined sets of rules that enable you to assign specific permissions to designated members within your organization. Cobo offers a series of preset user roles.Documentation Index
Fetch the complete documentation index at: https://manuals.cobo.com/llms.txt
Use this file to discover all available pages before exploring further.
You need to configure at least two Admins to ensure cross-verification and mutual backup. Other roles can be assigned appropriately based on actual needs. It is not recommended to assign multiple roles to the same member.
- Custody Organization is designed for asset custody scenarios and support comprehensive asset management and operational capabilities.
- Payment Organization is designed for stablecoin payment scenarios and support stablecoin collection, payouts, and withdrawals.
Cobo Portal user roles
The following table lists the permissions of each role in Cobo Portal.| Permission Scope | Resource | Operation | Viewer | Spender | Approver | Staker | Operator | Compliance Officer | Manager | Admin |
|---|---|---|---|---|---|---|---|---|---|---|
| Organization Management | team_member | read | - | - | - | - | ✔️ | - | ✔️ | ✔️ |
| create | - | - | - | - | - | - | ✔️ | ✔️ | ||
| delete | - | - | - | - | - | - | ✔️ | ✔️ | ||
| update | - | - | - | - | - | - | ✔️ | ✔️ | ||
| freeze | - | - | - | - | - | - | ✔️ | ✔️ | ||
| unfreeze | - | - | - | - | - | - | ✔️ | ✔️ | ||
| organization_profile | update | - | - | - | - | - | - | ✔️ | ✔️ | |
| read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ||
| freeze | - | - | - | - | - | - | ✔️ | ✔️ | ||
| unfreeze | - | - | - | - | - | - | ✔️ | ✔️ | ||
| kyc_profile | read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| update | - | - | - | - | - | - | ✔️ | ✔️ | ||
| fee_station | read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| update | - | ✔️ | - | - | ✔️ | - | ✔️ | ✔️ | ||
| roles | read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| create | - | - | - | - | - | - | ✔️ | ✔️ | ||
| update | - | - | - | - | - | - | ✔️ | ✔️ | ||
| governance_policy | read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| update | - | - | - | - | - | - | - | ✔️ | ||
| create | - | - | - | - | - | - | - | ✔️ | ||
| delete | - | - | - | - | - | - | - | ✔️ | ||
| app_governance_policy | read | - | - | - | - | - | - | ✔️ | ✔️ | |
| update | - | - | - | - | - | - | ✔️ | ✔️ | ||
| activity_logs | read | - | - | - | - | - | - | ✔️ | ✔️ | |
| transaction_category | *read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| *create | - | ✔️ | ✔️ | - | ✔️ | - | ✔️ | ✔️ | ||
| pricing_plan | read | - | - | - | - | - | - | ✔️ | ✔️ | |
| update | - | - | - | - | - | - | ✔️ | ✔️ | ||
| update_supported_chains | - | - | - | - | ✔️ | - | ✔️ | ✔️ | ||
| bills | read | - | - | - | - | - | - | ✔️ | ✔️ | |
| update_billing_emails | - | - | - | - | - | - | ✔️ | ✔️ | ||
| Wallet Management | wallet | read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| *update | - | - | - | - | ✔️ | - | ✔️ | ✔️ | ||
| *create | - | - | - | - | ✔️ | - | ✔️ | ✔️ | ||
| *connect | - | - | - | - | ✔️ | - | ✔️ | ✔️ | ||
| *import | - | - | - | - | ✔️ | - | ✔️ | ✔️ | ||
| *delete | - | - | - | - | ✔️ | - | ✔️ | ✔️ | ||
| *create_address | - | - | - | - | ✔️ | - | ✔️ | ✔️ | ||
| address_book | delete | - | ✔️ | - | - | ✔️ | - | ✔️ | ✔️ | |
| Transaction Management | transaction | read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| export | - | ✔️ | - | - | ✔️ | - | ✔️ | ✔️ | ||
| *withdraw | - | ✔️ | - | - | - | - | - | ✔️ | ||
| *stake | - | - | - | ✔️ | - | - | - | ✔️ | ||
| estimate_fee | - | ✔️ | - | - | - | - | - | ✔️ | ||
| *contract_call | - | ✔️ | - | - | - | - | - | ✔️ | ||
| message_sign | - | ✔️ | - | - | - | - | - | ✔️ | ||
| *manage | - | ✔️ | - | - | - | - | - | ✔️ | ||
| *update | - | ✔️ | ✔️ | ✔️ | ✔️ | - | ✔️ | ✔️ | ||
| *unstake | - | - | - | ✔️ | - | - | - | ✔️ | ||
| *unstake_withdraw | - | - | - | ✔️ | - | - | - | ✔️ | ||
| mpc_project | *create | - | - | - | - | ✔️ | - | ✔️ | ✔️ | |
| read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ||
| *update | - | - | - | - | ✔️ | - | ✔️ | ✔️ | ||
| mpc_vault | *create | - | - | - | - | ✔️ | - | ✔️ | ✔️ | |
| read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ||
| *update | - | - | - | - | ✔️ | - | ✔️ | ✔️ | ||
| mpc_key_group | read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| *update | - | - | - | - | ✔️ | - | ✔️ | ✔️ | ||
| *create | - | - | - | - | ✔️ | - | ✔️ | ✔️ | ||
| delete | - | - | - | - | ✔️ | - | ✔️ | ✔️ | ||
| utxo | read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| *manage | - | - | - | - | ✔️ | - | ✔️ | ✔️ | ||
| wallet | manage_utxo | - | - | - | - | - | - | ✔️ | ✔️ | |
| travel_rule | read | - | ✔️ | - | - | - | - | ✔️ | ✔️ | |
| edit | - | ✔️ | - | - | - | - | ✔️ | ✔️ | ||
| address_book | read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| create | - | ✔️ | ✔️ | ✔️ | ✔️ | - | ✔️ | ✔️ | ||
| update | - | ✔️ | - | - | ✔️ | - | ✔️ | ✔️ | ||
| transaction_policy | read | - | - | - | - | ✔️ | - | ✔️ | ✔️ | |
| update | - | - | - | - | ✔️ | - | ✔️ | ✔️ | ||
| create | - | - | - | - | ✔️ | - | ✔️ | ✔️ | ||
| delete | - | - | - | - | ✔️ | - | ✔️ | ✔️ | ||
| Developer Management | developer_dashboard | view | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| api_key | edit | - | - | - | - | - | - | ✔️ | ✔️ | |
| read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ||
| api_log | read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| export | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ||
| webhook | read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| edit | - | - | - | - | - | - | ✔️ | ✔️ | ||
| resend | - | - | - | - | ✔️ | - | ✔️ | ✔️ | ||
| callback | read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| edit | - | - | - | - | - | - | ✔️ | ✔️ | ||
| resend | - | - | - | - | ✔️ | - | ✔️ | ✔️ |
App Management
The following table lists the permissions of each role in Cobo Portal Apps.| Resource | Operation | Viewer | Spender | Operator | Approver | Manager | Admin | Payment Admin | Payment Member | Compliance Officer |
|---|---|---|---|---|---|---|---|---|---|---|
| payment_orders_payin | △read | - | - | - | - | - | ✔️ | ✔️ | ✔️ | - |
| △create | - | - | - | - | - | ✔️ | ✔️ | - | - | |
| △update | - | - | - | - | - | ✔️ | ✔️ | - | - | |
| payment_orders_refund | △read | - | - | - | - | - | ✔️ | ✔️ | ✔️ | - |
| △create | - | - | - | - | - | ✔️ | ✔️ | ✔️ | - | |
| △update | - | - | - | - | - | ✔️ | ✔️ | ✔️ | - | |
| payment_settlement | △read | - | - | - | - | - | ✔️ | ✔️ | ✔️ | - |
| △create | - | - | - | - | - | ✔️ | ✔️ | ✔️ | - | |
| payment_merchant | △read | - | - | - | - | - | ✔️ | ✔️ | ✔️ | - |
| △create | - | - | - | - | - | ✔️ | ✔️ | ✔️ | - | |
| △update | - | - | - | - | - | ✔️ | ✔️ | ✔️ | - | |
| payment_bank_account | △read | - | - | - | - | - | ✔️ | ✔️ | ✔️ | - |
| △create | - | - | - | - | - | ✔️ | ✔️ | - | - | |
| △update | - | - | - | - | - | ✔️ | ✔️ | - | - | |
| △delete | - | - | - | - | - | ✔️ | ✔️ | ✔️ | - | |
| payment_topup_address | △read | - | - | - | - | - | ✔️ | ✔️ | ✔️ | - |
| △create | - | - | - | - | - | ✔️ | ✔️ | ✔️ | - | |
| △update | - | - | - | - | - | ✔️ | ✔️ | - | - | |
| payment_force_sweep | △read | - | - | - | - | - | ✔️ | ✔️ | ✔️ | - |
| △create | - | - | - | - | - | ✔️ | ✔️ | ✔️ | - | |
| payment_balance | △read | - | - | - | - | - | ✔️ | ✔️ | ✔️ | - |
| swap_orders | *read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | - | - | ✔️ |
| *create | - | - | ✔️ | - | - | ✔️ | - | - | - | |
| bridge_orders | *read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | - | - | ✔️ |
| *create | - | - | ✔️ | - | - | ✔️ | - | - | - | |
| screening_results | read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | - | - | ✔️ |
| screening_funds | refund | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | - | - | ✔️ |
| isolate | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | - | - | ✔️ | |
| unfreeze | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | - | - | ✔️ | |
| compliance_funds | read | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | - | - | ✔️ |
| refund | - | - | - | - | - | ✔️ | - | - | ✔️ | |
| isolate | - | - | - | - | - | ✔️ | - | - | ✔️ | |
| unfreeze | - | - | - | - | - | ✔️ | - | - | ✔️ |