Overview
Roles and permissions in CargoWallet determine what functionalities users can access. Some users may encounter restrictions because their assigned role lacks the necessary permissions. This guide explains the available roles, their permissions, and how to manage users and navigate restrictions.
Managing Users & Permissions
1. Viewing User Roles
All users in the same office can view roles and permissions by navigating to:
Settings > Office Settings > Office Management.
2. Managing Users (Admin Only)
Office Admins can:
Edit or remove non-admin users.
Add new users to the office via the “Add User” buttonThe new user will receive an invitation email:
Manage office settings like editing the office name and setting up payment approvals.
Admins cannot remove other admins. For such requests, contact CargoAi Support at support+wallet@cargoai.co.
3. New User Onboarding
New users will receive an invitation email to join the office. Once accepted, they are assigned the Starter role by default.
CargoWallet currently supports five user roles:
Office Admin:
Full access to all permissions.
Assigned by default to the first user of a new office.
Starter
The default role for new users joining an existing office.
Has the least permissions.
Payer:
Can make payments.
Payment Approver:
Can approve payments when a payment approval threshold is set.
Vendor Approver:
Can approve payments when a payment approval threshold is set.
Category | Permission | Admin | Approver | Payer | Starter |
View Balance | Read Balance | ✓ | ✓ | ✓ | X |
| Read Transaction | ✓ | ✓ | ✓ | X |
Top Up | Top Up | ✓ | ✓ | ✓ | X |
$ In | Get Paid | ✓ | ✓ | ✓ | ✓ |
| Cancel Get Paid | ✓ | X | X | X |
$ Out | Pay To | ✓ | ✓ | ✓ | X |
| Approve Payment | ✓ | ✓ | X | X |
Pay Out | Pay Out | ✓ | X | X | X |
| Beneficiary Management | ✓ | X | X | X |
| KYB | ✓ | X | X | X |
Troubleshooting Role Restrictions
To Check your assigned role, go to Settings > Office Settings > Office Management Page to view your assigned role
If additional permissions are required for specific tasks (e.g., payment approval), coordinate with your admin to ensure your role aligns with your responsibilities.
If you’re unsure who the Office Admin is or need additional help, feel free to contact CargoAi Support at support+wallet@cargoai.co.
We hope you find this article useful!Note: Images shown here are for illustrative purposes only.
CargoAi reserves the right to change the actual screen layout without prior notice.