With Coinbase Prime, clients will have the ability to assign roles to each teammate within each portfolio for separation of duties. Each role has a unique set of permissions. Roles can be the same for each individual teammate across all portfolios, or tailored so each individual's role is different in every portfolio.
Some roles, like Initiator, allow you to initiate transactions and account changes, while other roles, like Trader, allow you to execute crypto trades in the market. Every role plays a unique position within each portfolio. The Team Manager is the only role with the ability to update and assign roles.
Update, edit, or add roles as the Team Manager
- Sign in to Prime and navigate to the username and portfolio icon in the top right corner of your screen
- Click on the name or icon to bring up the Portfolio menu
- Go to your settings page by clicking on the gear icon next to your profile image
- Once in the settings page, click the Team Members tab
- Click the three-dot menu next to the teammate you'd like to edit
- Click edit
This will bring up a modal for the team member you selected
Select the dropdown under Role
Choose the role you'd like for this team member for that particular portfolio, or choose Customize Role Across Portfolios—this will allow you customize roles across all portfolios
Select the roles you'd like to change for each portfolio by selecting the dropdown menu under each portfolio name
Once you've made your changes, click Done
You'll once again see the Edit Team Member modal
If the user information looks correct for that team member, click Confirm Changes
You'll then need to authenticate with your YubiKey and wait for approvals to reach consensus for these changes
You can track approvals by going to the Activity page
Click the Account tab
You'll see the status of approvals under Pending Approvals
To update your Authorized User List, which is the list of teammates who have access to the Prime account, you need to request a new Authorized User List from the Prime Operations team. Once you have the list, fill it out, and send it back to us.