User Management

You can have different levels of authorization and permission depending on the roles assigned to your team members. Select from the default roles or create role with specific permission from the Anchor dashboard.

Primary Owner

The Owner is the highest-level decision-maker and is unique. Primary Owner and Administrators have equal permissions and can perform any action, including account creation, transfers, API creation, and team management. The Primary Owner is the account that received the original invitation to sign up to the Anchor Dashboard. The Primary Owner role cannot be transferred to another user.

Administrator

Administrators can perform all actions, including account creation, initiating transfers, and managing the team. By default, only Administrators and Primary Owners can create API keys. While there is no limit to the number of Administrators an organization can have, we recommend assigning this role carefully.

Developer

Developers can carry out most of the write actions needed to set up and manage an integration, including creating Accounts and Transfers. They can also view API Logs, Events, and create webhooks. Developers are not able to create their own API keys. Instead, an Administrator or Primary Owner should create the API key and provide it to them.

Create Roles with Specific Permissions

To create a role with specific permissions:

Navigate to the Anchor Dashboard https://app.getanchor.co/signin
Click the Settings at the button left of your screen.
Select Organization and Click the Roles tab.
Click the Create Role button.
Enter a name and description for the new role.
Choose the permissions you want to assign to the role.
Click the Create Role button.

Once you have created a new role, you can assign it to team members when you invite them to the Anchor Dashboard.

Invite Team Member to Anchor Dashboard

Here is a step by step guide to invite your team members to your Anchor Dashboard

Navigate to the Anchor Dashboard https://app.getanchor.co/
Click the Invite Member button at the bottom left of the screen.
Add the email address of the team member you want to invite.
Select the role you want to assign to the team member. You can choose from the following default roles:

Administrator: Default Administrator role has full access to the Anchor Dashboard, including the ability to create and manage accounts, transactions and users.
Developer: Default developer role has read only access to the dashboard with additional permission to create webhooks. Alternatively, you can create custom roles based on your requirement

Click the Invite button.

The team member you invited will receive an email with a link to accept the invitation. Once they accept the invitation, they will be able to log in to the Anchor Dashboard using the email address you invited.