Hex Safe accounts are managed by important roles, each with its responsibilities and restrictions. There are five user roles in a Hex Safe account:
Below is a summary of the user roles:
| Action/Role |
Account Admin |
Admin Approver |
Initiator |
Approver |
Auditor |
|
Create/ Delete Users; Add API Users* |
✓ |
✗ |
✗ |
✗ |
✗ |
|
Create/Edit Safe Accounts* |
✓ |
✗ |
✗ |
✗ |
✗ |
|
Initiate transactions |
✗ |
✗ |
✓ |
✗ |
✗ |
|
Approve transactions |
✗ |
✗ |
✗ |
|
✗ |
|
Manage Address Book |
✓ |
✗ |
✓ |
✗ |
✗ |
|
Approve Address Book changes |
✗ |
✓ |
✗ |
✗ |
✗ |
|
View Address Book |
✓ |
✓ |
✓ |
✓ |
✓ |
|
Manage Address Book Whitelisting |
✓ |
✗ |
✓ |
✗ |
✗ |
|
Approve Address Book Whitelisting |
✗ |
✓ |
✗ |
✗ |
✗ |
|
View Address Book Whitelisting |
✓ |
✓ |
✓ |
✓ |
✓ |
*feature only available via API or Hex Trust Customer Support at support@hextrust.com
Account Admin
The Administrator user role can manage user roles, safe accounts, address books, and whitelisting.
Administrators have permission to:
- Create, edit, and view safe accounts
- Create/delete users
- Add API users
- Manage address whitelisting
- View and manage address book
Admin Approver
The Admin approver user role is a part of the administrator quorum that is required to approve changes for whitelisting and address book management.
Admin approvers have permission to:
- Approve changes to the address book
- Approve a new address for whitelisting
Initiator
The Initiator user role can initiate transactions on a day-to-day basis. This role is focused on Transaction & Policy Management, except for approving transactions and signing messages. Additionally, this user role has limited access to User Management permissions and view-only access to Account Management-related permissions.
Initiators have permission to:
- Initiate and cancel transactions/message signing
- Connect and transact on MMI or Wallet Connect
- Manage Address Whitelist and Address Book
- View Safe Accounts, Shared Folders, Deposit Addresses, Transactions, Address Book and Transaction Policies
Approver
The Approver user role can approve transactions and sign messages using the Hex Safe mobile app but cannot initiate transactions. This user also has limited User Management permissions and view-only access to Account Management.
Approvers have permission to:
- Approve or reject transactions/message signing
- View Safe Accounts, Shared Folders, Deposit Addresses, Transactions, Address Book and Transaction Policies
Auditor
The Auditor user role has the ability and authority to review and verify the accuracy of financial records and ensure legal compliance. This user role has view-only access to User Management, Account Management, and Transaction & Policy Management.