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Team

Overview​

The Team page allows oversight into your organization’s team roster. Admins can manage members, assign roles, groups and set spending limits for token usage.

Team Page

How to Manage Team Members

Must be an Admin to manage users

Invite a new team member​

  1. Select the Add Users icon in the top right of the table.
  2. Enter the users information
  3. Assign Group and Role
  4. (Optional) Enter a Transaction Limit and Total Consumption Limit.
  5. Select Save to invite team member

The user will receive an activation link and will appear as pending in the Teams page until they have activated their account.

Add New User

Edit Team Member​

  1. Hover over the user and select the Edit icon on the right side of the table
  2. You can edit the user's role, group, and usage limits
  3. Select Save to save your changes

Edit User

Bulk Edit Team Members​

Bulk editing allows you to change the group for multiple user's at a time .

  1. Select the check box next to each user that you want to edit
  2. Select Change Group icon at the top right of the table
  3. Select the new group from the dropdown
  4. Select Save to save your changes

Note: the user will appear in red to differentiate when you are editing an admin user.

Bulk Edit Team

Deactivate a User​

  1. Select the check box next to each user that you want to deactivate (you can select multiple at a time)
  2. Select Deactivate icon at the top right of the table
  3. Select the new group from the dropdown
  4. Select Save to save your changes

Note: the user will appear in red to differentiate when you are editing an admin user.

Deactivate User

Roles and Permissions​

Role IDRole NameDescription
1UserAccess profile, groups, teams; purchase insights
2Client AdminManage users, roles, groups, teams, plans, billing
3Compliance AdminAbility to provision data providers. Only available to compliance-managed accounts. Compliance admins cannot consume data.
4Super AdminFull admin access; all permissions combined including Compliance Admin permissions. Only available to compliance-managed accounts

Assign User-Level Limits​

By selecting the edit icon, Admins can set limits at the individual level:

  • Transaction Limit: Restrict how many tokens a user can spend per transaction
  • Total Consumption Limit: Set the total number of tokens a user can spend on the platform. If a user reaches this amount, the limit can be increase to allow additional spend.
    When both user and group limits exist, the lower limit always applies to prevent overspending.

Roles and Permissions​

Profile & Account Management​

PermissionUserClient AdminCompliance AdminSuper Admin
Profile✅ Manage Self✅ Manage Self✅ Manage Self✅ Manage Self
Account/Plan❌ No Access✅ Manage❌ No Access✅ Manage
API Keys✅ Manage Own✅ Manage Own❌ No Access✅ Manage Own

Groups Management​

PermissionUser UnrestrictedClient AdminLegal/Compliance AdminSuper Admin
Groups✅ View✅ Manage✅ View✅ Manage
Group Settings❌ No Access✅ Manage❌ No Access✅ Manage

Team Management​

PermissionUserClient AdminCompliance AdminSuper Admin
Team Members✅ View✅ Manage✅ View✅ Manage
Team Permissions✅ View✅ Manage✅ View✅ Manage
Invite Team❌ No Access✅ Manage❌ No Access✅ Manage
Remove Team❌ No Access✅ Manage❌ No Access✅ Manage
Transaction & Spend Limits✅ View✅ Manage❌ No Access✅ Manage

Wallet & Order History​

PermissionUserClient AdminCompliance AdminSuper Admin
Wallet❌ No Access✅ Manage❌ No Access✅ Manage
Token Purchase❌ No Access✅ Manage❌ No Access✅ Manage
Transaction History❌ No Access✅ View All❌ No Access✅ View All
Order History✅ View Own✅ View All❌ No Access✅ View All
Consume data / Spend Tokens✅ Yes✅ Yes❌ No✅ Yes

Compliance​

PermissionUserClient AdminCompliance AdminSuper Admin
Compliance Portal❌ No Access✅ View✅ Manage✅ Manage