Roles

An authorization role defines a group of permissions. A role can be assigned to one or more users, who then inherit all the permissions in that role. Roles are how you 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 Authorization roles screen lists every role configured for this wallet. Each row shows the role's Name and Description.

Click a row to open the role and edit its details.

Create a role

1. On the roles overview, click Add in the top right.
2. Enter a Name for the role.
3. Enter a Description explaining the purpose of the role.
4. Tick the permissions to grant (see Configure permissions below).
5. Click Save.

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

Edit a role

1. On the roles overview, click 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 up to two columns:

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

Ticking Change automatically ticks View as well.

Available permissions

Permission	Description
Holder credentials	Read, receive and delete credentials
Identifier	Manage the identifiers used by this wallet
Public wallet profile	Configure the public wallet profile
Trusted contacts	Manage the trusted contacts
Issue credentials	Issue credentials from this wallet
Issuer templates	Manage the issuer templates
Status list	Manage the credential status list
Trusted issuers	Manage the issuers trusted by this wallet
Verified credentials	Show or delete credentials that are verified
Verifier templates	Manage the verifier templates
Send Invoices	Send invoices to trusted contacts
Audit trail	Show the audit trail of the wallet
User management	Manage the users of this wallet
API access	Manage the API access credentials of this wallet
Inbox configuration	Manage the inbox configuration of this wallet

note

A few permissions only expose a single Change column — for example Send Invoices and Audit trail — because the nature of that feature does not require both levels of access.

Manage members

The Members tab shows every user currently assigned to this role. The tab badge shows the member count.

Add a member

1. Open a role and click the Members tab.
2. Click Add.
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 ticking or unticking the role checkboxes.

Delete a role

1. On the roles overview, click the role you want to delete.
2. On the Details tab, click Delete in the top right.
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.