Xangle ERP User Guide
  • Introduction
    • Overview
  • SET UP
    • Sign Up
    • Settings
      • Project Settings
      • Member Settings
      • My Profile Settings
    • Wallets
    • Assets
  • Finance
    • Finance Wallets
    • Transactions
    • TX Settings
      • Chart of Accounts
      • TX Rule Settings
      • Address Book
    • Report
      • Income Statement
      • Gain & Loss
      • Report List
    • Appendix: Virtual Asset Accounting Supervision Guidelines
  • Tokenomics
    • Tokenomics Wallets
      • a. Selecting Tokens
      • b. Categorizing Wallets
      • c. Modifying Circulating Status
    • Circulating Supply
      • a. Registering Unlock Schedules
        • Categorized Unlock Schedule
        • Total Unlock Schedule
      • b. Browsing Unlock Schedules
      • c. Tokenomics Publishing
        • Submit Tokenomics
        • Checking Tokenomics on the Xangle Portal
    • Appendix: Circulating Supply Methodology
      • Overview on Circulating Supply
      • Terminology
        • Non-circulating Supply
        • Data Types
      • Methodology
  • Performance analytics
    • Xangle Provided
      • Add Data
      • Dashboard Settings
    • Team/Private Dashboard
      • Create a Dashboard
      • Dashboard Settings
      • Add Existing Chart
      • Create New Chart
  • APPENDIX
    • Data Source
    • FAQ
      • Account
      • Web3 Finance
      • Tokenomics
      • Performance Analytics
      • Data
      • Roadmap
    • Inquiry
Powered by GitBook
On this page
  • Overview
  • Add Member
  • Manage Service Access
  • Manage Access Level
  • Remove Member
  • Switch Manager
  1. SET UP
  2. Settings

Member Settings

View the list of your organization members and set account permissions.

PreviousProject SettingsNextMy Profile Settings

Last updated 1 year ago

Overview

Members Settings is under Settings.

Add Member

Only the manager account can add member.


  1. Click Add Member.

  1. Enter the email address of the member and click Add. You can add multiple accounts.

  1. Click Submit.

  1. Members can access the service after registering with the email address entered by the manager. The registration status of a member is as follows:

Status
Description

Pending

Added but has not registered yet.

Registered

Has registered.

Manage Service Access

You can manage members' access to Finance/Tokenomics services.


  1. The default setting is set to None.

  1. Click + to manage access. Select the service to which you would like to assign access and click Register.

  1. If you wish to revoke access, click X on the right.

Manage Access Level

You may assign a member's access level as viewer or editor, depending on their permissions to view or edit data.


  1. The default access level is set to Viewer.

  2. Click + to change access level to Editor.

  1. If you wish to change access level back to Viewer, click X on the right.

Remove Member

  1. Click the trash can icon.

  1. Click Confirm to delete the account. The deleted account will be automatically logged out.

Switch Manager

Only the manager account can assign the manager role to other users. Once switched, the original manager account will be downgraded to a member account.


  1. Click the change icon next to the manager account information.

  1. Select the service access and access level that the manager account will receive once it is downgraded to a member account.

  1. Select the account that will be assigned to the manager account.

  1. Click Confirm to finalize the change.