COS Explorer user roles

use roles to manage what your users can do in cos explorer cross river creates roles based on input from your team each role gives access to specific products and actions you assign (at least) 2 members of your organization to be cos explorer admins cross river sets up these admin users, who cos explorer user management and manage other users when they add a user, they apply one or more roles to match that person’s job this role based system makes it easy to manage access without customizing permissions for each person cross river provides basic roles your admins can use right away role what this role lets you do partner core read only view all areas like core, ach, and wires every user needs this role partner core admin add or change users another admin must approve each action partner core onboarding handle customer onboarding create and edit customer info manage accounts make book transfers add or remove restrictions stop payments and download statements partner sub ledger manage subledgers open, edit, or close subledgers update beneficiary info change account tiles add or remove restrictions partner book transfers move money between any two cross river accounts partner ach origination send ach payments cancel payments cancel in bulk (api only) view payment info send client batches (api only) partner wire origination send wire payments cancel payments view payment info reverse inbound wires view aba routing info you must also set a wire origination limit for this role partner wire callback approver approve wire payments up to the limit you set with cross river partner wire origination limit set the highest amount a user can send per wire payment