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Team Management - user permissions & inviting new users

Cryptio is a lot more than just an accounting tool, we are building the central data collection point for all your crypto data. Having the right team members accessing the right data at the right time can drive strategic decision-making within your organization.


At Cryptio, we understand that collaboration is essential! Here are some examples of roles or profiles that would benefit from having access to your Cryptio workspace:

Internal profiles that benefit from having access to Cryptio:

  • Chief Executive Officer 
  • Chief Financial Officer 
  • Chief Operations Officer
  • Director of Finance / Accounting 
  • Head of Finance / Accounting
  • Internal Controller 

External profiles that benefit from having access to Cryptio:

  • Accounting Firm
  • Bookkeeper
  • Certified Public Accountant (CPA)
  • Auditor

Once you have determined who you would like to include in your Workspace, it’s time to send them invitations. Follow these simple steps to do this:

Steps to invite new collaborators:

  1. Open Cryptio and navigate to Manage Workspaces (shortcut).
  2. Click on your workspace 
  3. Click on Invite a user.
  4. Input their email address & role


A workspace has four roles: AdministratorAccountantBookkeeper, and Reporter. These different roles have varying degrees of user permissions for the workspace. Broadly speaking, the main differences are outlined below, though please refer to the table at the end of this guide for a full list of permissions per role:

  • As the Administrator, you have no limitations on the features and tasks you can perform across the workspace. The owner of a workspace is automatically an Administrator.
  • As an Accountant, you can do everything, from data entry to generating reports, but you cannot manage workspace administration.
  • A Bookkeeper can perform similar functions to the accountant role but cannot take some actions, such as creating or deleting generated reports.
  • Lastly, a Reporter will only have view-only access, in addition to being able to download reports, which is frequently used to give access to an auditor.
Permissions Administrator Accountant Bookkeeper Reporter
Labeling and contact creation
Can read labels
Can create, modify, and remove labels  
Can read contacts
Can create, modify, and remove contacts  
Financial management
Can read balance
Can read history
Can read transaction
Can modify and remove transactions  
Wallets and invoicing
Can see wallet sources
Can create, modify, and remove wallet    
Can read and download invoice  
Can create, modify, and remove invoice    
COA and mapping
Can read chart of accounts
Can create, modify, and remove chart of accounts    
Can read chart of accounts mapping
Can create, modify, and remove chart of accounts mapping    
Can read and download report
Can create, modify, and remove reports  
Accounting and Business Integrations
Can connect and disconnect accounting integration    
Can sync transaction to accounting integration  
Can update accounting integration connection status  
Can connect to, disconnect from, and update Request Network    
Workspace Administration
Can modify and remove workspace      
Can invite, modify, and remove workspace user      
Can create, modify, and remove workspace role      
Can peg stablecoins 1:1 with USD      
Can modify workspace currency