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Roles

An authorization role defines a group of permissions. Roles can be assigned to users so they get all the permissions defined in that role. This allows you to control what each user can see and do in the wallet.

How to access

  1. Open the left sidebar.
  2. Click Settings.
  3. Under Team, click Roles.

Roles overview

The roles overview displays a table with all authorization roles. Each row shows the role's Name and Description.

Roles overview showing a table of all authorization roles

Click on a role row to open the role form and edit the role's details.

Create a role

  1. On the roles overview, click the Add button.
  2. Enter a Name for the role.
  3. Enter a Description to explain the purpose of the role.
  4. Configure the permissions (see Configure permissions below).
  5. Click Save.
Add role form with fields for name, description, and permissions

After saving, the Members tab becomes available so you can assign users to the role.

Edit a role

  1. On the roles overview, click on the role you want to edit.
  2. The Details tab opens, showing the role's name, description, and permissions.
  3. Update the fields as needed.
  4. Click Save.

Configure permissions

Each role has a permissions matrix where you control what users with this role can do. Permissions are organized in rows, with two columns:

  • Change — Allows the user to create, edit, and delete items.
  • View — Allows the user to view items without making changes.

When you enable the Change permission for a feature, the View permission is automatically enabled as well.

Role details showing the permissions matrix with Change and View columns

Available permissions

PermissionDescription
Holder credentialsRead, receive and delete credentials
IdentifierManage the identifiers used by this wallet
Public wallet profileConfigure the public wallet profile
Trusted contactsManage the trusted contacts
Issue credentialsIssue credentials from this wallet
Issuer templatesManage the issuer templates
Status listManage the credential status list
Trusted issuersManage the issuers trusted by this wallet
Verified credentialsShow or delete credentials that are verified
Verifier templatesManage the verifier templates
Send InvoicesSend invoices to trusted contacts
Audit trailShow the audit trail of the wallet
User managementManage the users of this wallet
API accessManage the API access credentials of this wallet
Inbox configurationManage the inbox configuration of this wallet
note

Some permissions only have a Change column (e.g. Send Invoices) or only a View column (e.g. Audit trail), because the nature of that feature does not require both levels of access.

Manage members

The Members tab shows all users who are currently assigned to this role.

Role members tab showing users assigned to this role

Add a member

  1. Open a role and click the Members tab.
  2. Click the Add button.
  3. Select the user you want to add to the role.

Remove a member

  1. Open a role and click the Members tab.
  2. Click the delete icon next to the user you want to remove.
tip

You can also assign roles to a user from the user form by checking or unchecking the role checkboxes.

Delete a role

  1. On the roles overview, click on the role you want to delete.
  2. On the Details tab, click the Delete button.
  3. Confirm the deletion when prompted.
warning

Deleting a role removes the associated permissions from all users who were assigned to that role.

Don't lock yourself out

Always ensure at least one user has a role with the User Management (Change) permission. If no user has this permission, nobody will be able to manage users or roles, and you will need to contact support to regain access.

Required permission

You need the User Management (Change) permission to create, edit, or delete roles. The User Management (View) permission allows you to view the roles list without making changes.