Prime

Roles and permissions on Coinbase Prime

Roles come with specific permissions that give your teammates access to Coinbase Prime and dictate what they're allowed or restricted to do within the account and portfolio. This creates a checks and balances system for your account. It’s important to understand roles and permissions prior to adding team members, or editing the roles of existing users in your account.

When you onboard to Coinbase Prime, the account owner will add team members to your account and assign each user specific roles. After your contract is active, a team manager or administrator can edit, remove, and add team members as needed. Each team member can have any combination of roles per portfolio (e.g. Approver and Initiator, Team Manager and Authorized Signatory, etc.)

Review the chart below to learn more about each role and it’s associated permissions:

Role

Access and Permissions

Read

Initiate

Approve

Trade

User 
Mngmt.

Video
Approver

Administrator*

Full access to Coinbase Prime and ability to perform every permission provided by the auditor, initiator, approver, authorized signatory, trader, full trader, and team management roles.

Yes

Yes

Yes

Yes

Yes

Yes*

Auditor

Read-only access to all pages within Coinbase Prime. Can also download statements, invoices, and reports.

Yes

No

No

No

No

No

Initiator

Read-only access to all pages within Coinbase Prime. Can download statements, invoices, and reports. Can initiate transfer policy changes, transfers, and changes to the account settings (initiations need to be approved by consensus).

Yes

Yes

No

No

No

Yes*

Approver

Read-only access to all pages within Coinbase Prime. Can download statements, invoices, and reports. Ability to approve or reject consensus activities.

Yes

No

Yes

No

No

Yes*

Authorized Signatory

Read-only access to all pages within Coinbase Prime. Can download statements, invoices, and reports. Can initiate transfer policy changes, transfers, and changes to the account settings (initiations need to be approved by consensus), to approve or reject consensus activities.

Yes

Yes

Yes

No

No

Yes*

Trader**

Read-only access to all pages within Coinbase Prime. Can download statements, invoices, and reports. Ability to place orders.

Yes

No

No

Yes

No

Yes*

Full Trader**

Read-only access to all pages within Coinbase Prime. Can download statements, invoices, and reports. Can initiate transfer policy changes, transfers, and changes to the settings (initiations need to be approved by consensus), and place orders.

Yes

Yes

No

Yes

No

Yes*

Team Manager

Assign and change roles for each person in a portfolio.

No

No

No

No

Yes

No

*All roles except Auditor and Team Manager can be added as a Video Approver. This permission is selected individually and not granted as part of the role.

**If you only use custodial services on Coinbase Prime, any roles with trading abilities (Trader and Full Trader) are not applicable. The Administrator role is applicable but it will be modified to not have trading abilities.

Important

Each portfolio must have either an Administrator role, or at least one of each of the following roles: Initiator, Approver, and Team Manager.

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