---
title: COS Explorer user management
slug: ops-and-admin/cos-explorer/COSE-user-management
description: Discover how organization admins efficiently manage user access to COS Explorer with tailored roles, approval processes, and essential guidelines for secure permissions.
docTags: 
createdAt: 2024-08-12T12:09:34.137Z
---

## User access by roles

As an organization admin, you control who in your organization can access COS Explorer and the level of permissions for those users.

Manage user access using *roles*. Together with Cross River, your organization defines customized roles for using specific services with specific access levels. Once your organization roles are defined, you create a user for each person in your organization who needs COS Explorer access, assigning the appropriate role or roles to each.

:::hint{type="info"}
We require your organization to have two admin users for approval purposes. When one admincreates or changes a user,  the other approves the action in the system.
:::

## Before you begin

For each user you want to create, make sure you have:

- First and last name
- Phone number (for authentication)
- Corporate email address (domain must be whitelisted/allowlisted with Cross River)

## Create new user

:::::WorkflowBlock
:::WorkflowBlockItem
Navigate to **Users** in the **Admin** area.
:::

:::WorkflowBlockItem
On the Users screen Click **+ New User**. The Admin **Create User** screen opens.
:::

:::WorkflowBlockItem
Complete the fields as indicated.

Set these values:

- User Type: **Partner**
- Status: **Active**
- Partners: Your organization name as it appears in COS Explorer
:::

::::WorkflowBlockItem
For the **Role** field, select one or more [user roles](docId\:HchTD9gV45yckWkjLatDx) as appropriate

:::hint{type="info"}
*All* users must be configured with the **Partner Core Read Only **role. 
:::
::::

:::WorkflowBlockItem
If you assign a role to the user that includes Wires payment origination, you must set the per-transaction wires payment limit in the **Wire.Payments.Originate** field. Wire payments that are larger than this limit require authorization using COS Explorer.
:::

:::WorkflowBlockItem
When you complete all fields, click **Save Changes.**
:::

:::WorkflowBlockItem
To complete configuration or update of a user, a different admin must [approve the changes](docId\:Ky3rxaooJJDsyQmVmfD6P).
:::

:::WorkflowBlockItem
When you successfully create a new user you see an on-screen confirmation message, and the user receives an email with instructions on how to complete registration.
:::
:::::

## Edit user

:::::WorkflowBlock
:::WorkflowBlockItem
Click the user name to enter the **User Details** screen.
:::

::::WorkflowBlockItem
Click the 3-dot menu for that user and select Toggle Edit Mode. You can now edit most of the fields, including roles.

:::hint{type="info"}
Any changes made to the user configuration require [approval](docId\:Ky3rxaooJJDsyQmVmfD6P) by another admin to take effect.
:::
::::
:::::

## Second admin approval

::::WorkflowBlock
:::WorkflowBlockItem
Navigate to the user you need to approve.
:::

:::WorkflowBlockItem
Review the user details to be sure the configuration and details are correct.
:::

:::WorkflowBlockItem
Click **Approve Changes**.
:::

:::WorkflowBlockItem
Add a justification for the change or new user in the note field.
:::

:::WorkflowBlockItem
Click **Submit**.
:::
::::