---
title: SUB-USERS AND ROLES
description: Your sub-users are able to act on your behalf and perform actions like instant trades, managing beneficiaries and creating withdrawals
---

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# SUB-USERS AND ROLES

## Your sub-users are able to act on your behalf and perform actions like instant trades, managing beneficiaries and creating withdrawals

There are 4 default roles that can be assigned to the sub-users in your organization:

- Admin
- Treasury
- Trader
- Viewer

Each role comes with different allocated permissions, allowing them to perform different actions. In the case that you require a more unique role, you are able to create a custom role which you can allocate different permissions to.

![](https://support.ovex.io/hs-fs/hubfs/undefined-Nov-10-2026-12-05-04-6983-PM.png?width=2048&height=1333&name=undefined-Nov-10-2026-12-05-04-6983-PM.png)

### **Admin**

An admin is the role with the full set of permissions available. They are able to:

- Manage other users - Inviting, assigning roles, creating and editing custom roles and removing other non-admin sub-users
- Manage beneficiaries - Create and remove beneficiaries
- Create withdrawals - Create withdrawals to your beneficiaries
- Create trades - Use the instant trade to swap available markets of fiat/coin currencies

### **Treasury**

- Manage beneficiaries - Create and remove beneficiaries
- Create withdrawals - Create withdrawals to your beneficiaries

### **Trader**

- Create trades - Use the instant trade to swap available markets of fiat/coin currencies

### **Viewer**

- View all the different sections without being able to perform any actions on them, for example viewing all of the other sub-users without the ability to edit roles, invite users or remove others

### **Custom roles**

Custom roles can be created to set up your own role with a unique set of permissions relevant to your needs. The permissions that can be assigned to the role would allow a mix of the actions that can be performed by the other roles. Only the organization owner or an admin is able to create a custom role.

![](https://support.ovex.io/hs-fs/hubfs/undefined-Nov-10-2026-12-05-05-3856-PM.png?width=2048&height=925&name=undefined-Nov-10-2026-12-05-05-3856-PM.png)

To create a custom role, navigate to the organization section. After that, select the roles tab. On the Roles tab, click on ‘Create role’

After clicking the create button, you will be presented with the options for assigning the different permissions to your role. You have the option to select the ability to view as well as manage a certain section. The view permission will give the user a read-only permission to be able to see the section, however they will not be able to perform any action within the section. The manage permission will allow a user with the role to perform all available actions in this section such as creating or removing. You will need to give the created custom role a name in the top textbox.

![](https://support.ovex.io/hs-fs/hubfs/undefined-Nov-10-2026-12-05-05-8721-PM.png?width=2048&height=1445&name=undefined-Nov-10-2026-12-05-05-8721-PM.png)

Once created, the role will be available to assign to your sub-users just as any of the other roles are assigned.

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