User Management

Manage workspace members, control access levels, and maintain operational security through Fystack's User Management module. Add collaborators, assign roles appropriate to their responsibilities, and update permissions as your team evolves.

User Management overview showing the member list

Role Overview

Each user in a Fystack workspace is assigned a role that defines their permissions. Roles are enforced at both the API and UI level to ensure least-privilege access across all operations.

Role Description Key Capabilities
Owner Workspace creator with full, unrestricted access Manage billing, assign all roles, delete workspace
Admin Full control over the Workspace and all wallets within it Create/manage wallets, invite users, configure settings
Signer Can review and approve or cancel transactions Approve or reject pending transactions, view all wallets
Proposer Can create and propose transactions but cannot approve them Initiate transactions, view wallet balances
Viewer Read-only access to the Workspace and wallets View transactions, balances, and reports
Guest Limited, temporary access to specific wallets or functionalities Scoped read or action access as configured

How to Invite a User

Step 1 — Open User Management

After signing in, click User Management in the left sidebar. You will see a list of all current workspace members with their email, role, and status.

Navigate to User Management from the sidebar

Step 2 — Click "Invite User"

Click the Invite User button in the top-right corner of the User Management page.

Invite User button in the top-right corner

Step 3 — Fill in Invitation Details

In the Invite User modal, complete the following fields:

  1. Email — the invitee's email address (e.g. ted@fystack.io)
  2. Username — a display name for the user within the workspace
  3. Select Role — choose the access level appropriate for this user:
    • Admin — Full control over the Workspace and all wallets within it
    • Signer — Can review and approve or cancel transactions
    • Proposer — Can create and propose transactions but cannot approve them
    • Viewer — Read-only access to the Workspace and wallets
    • Guest — Limited, temporary access to specific wallets or functionalities

Click Send Invitation to dispatch the email.

Invite User modal showing email, username, and role selection

Step 4 — Invitee Accepts the Email

The invitee receives an email from noreply@fystack.io with the subject "You have been assigned a role". They must click Accept Invitation to activate their workspace access.

Invitation email with the Accept Invitation button

Step 5 — User Becomes Active

Once the invitation is accepted, the new user appears in the User Management list with Active status and their assigned role. They can now log in and access the workspace according to their role permissions.

New user listed as Active with Signer role after accepting the invitation

Updating a User's Role or Status

To change a member's role or deactivate their access after they have joined:

  1. Locate the user in the User Management list
  2. Click the Update button (pencil icon) on the right side of their row
  3. Select a new role or toggle their status
  4. Confirm the change

Best Practices

  • Assign the least-privilege role that allows the user to perform their tasks
  • Use Proposer and Signer together to enforce maker-checker approval on transactions
  • Regularly review the member list and deactivate accounts that are no longer needed
  • Reserve Admin for users who genuinely need to manage wallets or workspace settings — use Viewer for read-only stakeholders