Multi-user accounts

A personal account can have unlimited Viewer roles, one Administrator role, and one of any of the other three role types.

Company and trust accounts can have unlimited Viewer roles, two Administrator role secondary users, and two of any of the other three role types.

Yes. Go to the Settings screen, and click the “Manage users” tab. Select the overflow menu (three vertical dots) next to the user, and choose “Action history”.

Go to the Settings page, and select the “Manage users” tab. Here you can add a secondary user, and view all secondary users and deactivate as required.

When adding a new user, you will need to provide the email address and role. The user will receive an email to sign up, they will need to be fully verified in the same way the original account owner was, see here for further details:
https://www.independentreserve.com/au/help/getting-started

Note: Secondary users with the Viewer role are not required to upload verification documents.

You cannot currently change the role of a user, so please choose carefully. This is something we will offer in a future update.

Not at this stage, however this feature is on our roadmap. You can restrict withdrawals to only whitelisted addresses or bank accounts (i.e. addresses or accounts that have been withdrawn to in the past) by assigning the “Trader with Restricted Withdrawals” role, or block them completely by assigning the “Trader” role.

No, secondary users have no control over the original account owner. However, any users with the Administrator role can manage other secondary users, including other Administrator secondary users.

Secondary users cannot deposit from their wallet or bank account. Deposits must still come from the original account owner’s bank account or crypto wallet. The same goes for withdrawals – withdrawals can only be made to the original account owner’s bank account or crypto wallet.