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User groups allow you to organize team members and apply permissions collectively, making it easier to manage large teams and maintain consistent access controls.

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What are User Groups?

User groups are collections of users that share similar responsibilities or access requirements. Instead of setting permissions individually for each user, you can:
  • Create groups based on roles (e.g., “Traders”, “Admins”, “Viewers”)
  • Assign permissions to the entire group
  • Add or remove users from groups as needed
  • Maintain consistent access controls across your organization

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Creating User Groups

1

Navigate to User Groups

Go to Settings → Users → Manage User Groups
2

Create New Group

Click “Create Group” and provide: - Group name (e.g., “Trading Team”, “Finance Admins”) - Description of the group’s purpose - Initial permission set
3

Set Group Permissions

Configure what the group can access: - Vault accounts they can view/use - Transaction limits and approval requirements - Administrative capabilities
4

Add Users to Group

Select existing users to add to the new group

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Managing Group Membership

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Adding Users to Groups

1

Select Group

Navigate to the group you want to modify
2

Add Members

Click “Add Members” and select users from your workspace
3

Confirm Addition

Review the users being added and confirm the changes

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Removing Users from Groups

Removing a user from a group immediately changes their permissions. Ensure this is intentional and won’t disrupt their work.
1

Select Group

Navigate to the group containing the user
2

Remove Member

Find the user and click “Remove from Group”
3

Confirm Removal

Confirm the removal and review any permission changes

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Group Permission Management

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Modifying Group Permissions

1

Select Group

Navigate to Settings → Users → Manage User Groups
2

Edit Permissions

Click the ⋯ menu → Edit Group Permissions
3

Update Settings

Modify: - Account access levels - Transaction limits - Approval requirements
  • Administrative capabilities
4

Apply Changes

Save changes - all group members will inherit the new permissions

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Common Group Configurations

Trading Team

Permissions:
- View all trading accounts
- Execute transactions up to daily limits
- Approve transactions within policy
Use Case: Day-to-day trading operations

Finance Admins

Permissions:
- Full account access
- High transaction limits
- Policy modification rights
Use Case: Financial oversight and large transactions

Auditors

Permissions:
- Read-only access to all accounts
- Export audit logs
- View transaction history
Use Case: Compliance and audit functions

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Best Practices

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Group Organization

  • Role-Based Groups: Create groups based on job functions rather than departments
  • Principle of Least Privilege: Grant only the minimum permissions needed
  • Regular Reviews: Periodically review group memberships and permissions
  • Clear Naming: Use descriptive names that clearly indicate the group’s purpose

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Permission Management

  • Consistent Policies: Ensure group permissions align with your organization’s policies
  • Documentation: Maintain records of what each group can access and why
  • Change Management: Have a process for requesting and approving permission changes
  • Backup Access: Ensure multiple people can perform critical functions
Group permissions are additive - if a user belongs to multiple groups, they receive the combined permissions of all groups.