From c85689aefa20df334da5b969d246874d79c07ac6 Mon Sep 17 00:00:00 2001 From: sidphadkar-pax Date: Wed, 27 Aug 2025 15:39:10 -0400 Subject: [PATCH 01/11] Documentation edits made through Mintlify web editor --- guides/dashboard/admin/approvals.mdx | 2 ++ 1 file changed, 2 insertions(+) diff --git a/guides/dashboard/admin/approvals.mdx b/guides/dashboard/admin/approvals.mdx index 955ebc6..be72bbe 100644 --- a/guides/dashboard/admin/approvals.mdx +++ b/guides/dashboard/admin/approvals.mdx @@ -21,6 +21,8 @@ Approvals adds an extra layer of security to your most sensitive actions in the Approvals is currently available for: - Adding crypto destination [addresses](/guides/dashboard/addresses) - Adding [fiat accounts](/guides/dashboard/fiat) +- [Role](https://docs.paxos.com/guides/dashboard/admin/team) Assignment for SSO mapping edits & manual changes +- Disabling the Approvals feature ## Why Approvals Matter From d431490a6b05caaa46750774f27d9f1efe164d8e Mon Sep 17 00:00:00 2001 From: sidphadkar-pax Date: Wed, 27 Aug 2025 15:41:32 -0400 Subject: [PATCH 02/11] Documentation edits made through Mintlify web editor --- guides/dashboard/roles.mdx | 5 +++++ 1 file changed, 5 insertions(+) diff --git a/guides/dashboard/roles.mdx b/guides/dashboard/roles.mdx index 748841c..1986007 100644 --- a/guides/dashboard/roles.mdx +++ b/guides/dashboard/roles.mdx @@ -50,3 +50,8 @@ The Developer can view, create, update and delete [API credentials](https://dash ## Viewer A Viewer has read-only access to view user roles and permissions, cash and crypto balances, deposit and transfer details, API keys, reports as well as conversion information. + +### Custom Roles + +Custom roles enable organizations to define granular access permissions for users by specifying a tailored set of scopes and actions beyond the above predefined role templates. Entity Managers can assign custom roles to individual users based on operational or compliance requirements. To get started with Custom Roles, click on the Add Custom Role button on the Roles page + From 307b38f90be4beae7942d8cfc6d9aedd13e05873 Mon Sep 17 00:00:00 2001 From: sidphadkar-pax Date: Wed, 27 Aug 2025 15:42:58 -0400 Subject: [PATCH 03/11] Documentation edits made through Mintlify web editor --- guides/dashboard/roles.mdx | 6 ++++-- 1 file changed, 4 insertions(+), 2 deletions(-) diff --git a/guides/dashboard/roles.mdx b/guides/dashboard/roles.mdx index 1986007..c186bd4 100644 --- a/guides/dashboard/roles.mdx +++ b/guides/dashboard/roles.mdx @@ -3,9 +3,11 @@ title: 'Roles and Responsibilities' description: Learn more about the default roles for your Entity. --- +Paxos offers a flexible access management system that allows you to customize the level at which you control access to various Dashboard actions. -The Dashboard includes a default set or associated roles and permissions that the [Entity Manager](#entity-manager) provisions before using the Dashboard. -These roles and associated permissions are bound to the Entity, so it is possible to have different roles depending on an individual's Entity-specific responsibilities. +Users looking for basic functionality have access to pre-defined Paxos Managed roles made up of a set of permissions. For more flexibility, create your own Custom Roles to combine permissions into new roles with more granular modifications. + +All roles and associated permissions are scoped at an Entity level. ![Mint Workflow](/images/organizations-entities.png) From 2ca93145f64ed25737e2e5e16a931b6312d78521 Mon Sep 17 00:00:00 2001 From: sidphadkar-pax Date: Wed, 27 Aug 2025 15:44:37 -0400 Subject: [PATCH 04/11] Documentation edits made through Mintlify web editor --- guides/dashboard/roles.mdx | 4 +--- 1 file changed, 1 insertion(+), 3 deletions(-) diff --git a/guides/dashboard/roles.mdx b/guides/dashboard/roles.mdx index c186bd4..9b3123b 100644 --- a/guides/dashboard/roles.mdx +++ b/guides/dashboard/roles.mdx @@ -3,9 +3,7 @@ title: 'Roles and Responsibilities' description: Learn more about the default roles for your Entity. --- -Paxos offers a flexible access management system that allows you to customize the level at which you control access to various Dashboard actions. - -Users looking for basic functionality have access to pre-defined Paxos Managed roles made up of a set of permissions. For more flexibility, create your own Custom Roles to combine permissions into new roles with more granular modifications. +Paxos offers a granular access management system that allows you to customize the level at which you control access to various Dashboard actions. Users looking for basic functionality have access to pre-defined Paxos Managed roles made up of a set of permissions. For more flexibility, create your own Custom Roles to combine permissions into new roles with more granular scopes. All roles and associated permissions are scoped at an Entity level. From ea5c03fdf25843df1e4bebb90d1714cc89b129ed Mon Sep 17 00:00:00 2001 From: sidphadkar-pax Date: Thu, 28 Aug 2025 10:47:22 -0400 Subject: [PATCH 05/11] Update guides/dashboard/roles.mdx Co-authored-by: Archie McQuaid --- guides/dashboard/roles.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/guides/dashboard/roles.mdx b/guides/dashboard/roles.mdx index 9b3123b..f3fdffa 100644 --- a/guides/dashboard/roles.mdx +++ b/guides/dashboard/roles.mdx @@ -53,5 +53,5 @@ A Viewer has read-only access to view user roles and permissions, cash and crypt ### Custom Roles -Custom roles enable organizations to define granular access permissions for users by specifying a tailored set of scopes and actions beyond the above predefined role templates. Entity Managers can assign custom roles to individual users based on operational or compliance requirements. To get started with Custom Roles, click on the Add Custom Role button on the Roles page +Custom roles enable organizations to define granular access control for users by specifying a tailored set of permissions and actions beyond the above predefined role templates. From 397d6c0ddd252514bb619093e4314232ff7ccb4a Mon Sep 17 00:00:00 2001 From: sidphadkar-pax Date: Thu, 28 Aug 2025 10:47:31 -0400 Subject: [PATCH 06/11] Update guides/dashboard/roles.mdx Co-authored-by: Archie McQuaid --- guides/dashboard/roles.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/guides/dashboard/roles.mdx b/guides/dashboard/roles.mdx index f3fdffa..b7ced2b 100644 --- a/guides/dashboard/roles.mdx +++ b/guides/dashboard/roles.mdx @@ -3,7 +3,7 @@ title: 'Roles and Responsibilities' description: Learn more about the default roles for your Entity. --- -Paxos offers a granular access management system that allows you to customize the level at which you control access to various Dashboard actions. Users looking for basic functionality have access to pre-defined Paxos Managed roles made up of a set of permissions. For more flexibility, create your own Custom Roles to combine permissions into new roles with more granular scopes. +Paxos offers a granular access management system that allows you to customize the level at which you control access to various Dashboard actions. Users looking for basic functionality have access to pre-defined Paxos Managed roles made up of a set of permissions. For more flexibility, create your own Custom Roles to combine permissions into new roles with more granular access control. All roles and associated permissions are scoped at an Entity level. From 79d6e0a96bd75357c324ea02ceb52351bee0678c Mon Sep 17 00:00:00 2001 From: sidphadkar-pax Date: Thu, 28 Aug 2025 10:47:42 -0400 Subject: [PATCH 07/11] Update guides/dashboard/roles.mdx Co-authored-by: Ollie Graham <104896685+OGrahamPaxos@users.noreply.github.com> --- guides/dashboard/roles.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/guides/dashboard/roles.mdx b/guides/dashboard/roles.mdx index b7ced2b..ab4fb90 100644 --- a/guides/dashboard/roles.mdx +++ b/guides/dashboard/roles.mdx @@ -51,7 +51,7 @@ The Developer can view, create, update and delete [API credentials](https://dash A Viewer has read-only access to view user roles and permissions, cash and crypto balances, deposit and transfer details, API keys, reports as well as conversion information. -### Custom Roles +## Custom Roles Custom roles enable organizations to define granular access control for users by specifying a tailored set of permissions and actions beyond the above predefined role templates. From 080240b4fd80f35ad43b92e7c04a7ac053c0935b Mon Sep 17 00:00:00 2001 From: sidphadkar-pax Date: Thu, 28 Aug 2025 10:53:03 -0400 Subject: [PATCH 08/11] Documentation edits made through Mintlify web editor --- guides/dashboard/roles.mdx | 4 ++++ 1 file changed, 4 insertions(+) diff --git a/guides/dashboard/roles.mdx b/guides/dashboard/roles.mdx index ab4fb90..6cabafd 100644 --- a/guides/dashboard/roles.mdx +++ b/guides/dashboard/roles.mdx @@ -55,3 +55,7 @@ A Viewer has read-only access to view user roles and permissions, cash and crypt Custom roles enable organizations to define granular access control for users by specifying a tailored set of permissions and actions beyond the above predefined role templates. + + Custom Roles is currently in beta. Contact us [here](https://support.paxos.com/hc/en-us/requests/new) to add this to your account. + + From 7b2263b6df6efc150a1c824a58583c1251aeb386 Mon Sep 17 00:00:00 2001 From: sidphadkar-pax Date: Tue, 16 Sep 2025 11:48:26 -0400 Subject: [PATCH 09/11] Documentation edits made through Mintlify web editor --- guides/dashboard/admin/approvals.mdx | 1 + 1 file changed, 1 insertion(+) diff --git a/guides/dashboard/admin/approvals.mdx b/guides/dashboard/admin/approvals.mdx index be72bbe..5f2a6a8 100644 --- a/guides/dashboard/admin/approvals.mdx +++ b/guides/dashboard/admin/approvals.mdx @@ -23,6 +23,7 @@ Approvals is currently available for: - Adding [fiat accounts](/guides/dashboard/fiat) - [Role](https://docs.paxos.com/guides/dashboard/admin/team) Assignment for SSO mapping edits & manual changes - Disabling the Approvals feature +- [Mints](https://docs.paxos.com/guides/dashboard/mint) & [Redeems](https://docs.paxos.com/guides/dashboard/redeem) to external destinations i.e Paxos Auto-Conversion Rules ## Why Approvals Matter From 874c6bda4cb1947e9849a4838d0e52688da6f7a9 Mon Sep 17 00:00:00 2001 From: sidphadkar-pax Date: Tue, 16 Sep 2025 11:51:04 -0400 Subject: [PATCH 10/11] Documentation edits made through Mintlify web editor --- guides/dashboard/mint.mdx | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/guides/dashboard/mint.mdx b/guides/dashboard/mint.mdx index a188c65..cacd482 100644 --- a/guides/dashboard/mint.mdx +++ b/guides/dashboard/mint.mdx @@ -60,8 +60,8 @@ You must add a wallet address before minting. This is where your stablecoins wil -Use the [**Approvals**](https://docs.paxos.com/dashboard/admin/approvals) functionality to require additional team members to review any new addresses before they are saved. -This avoids potential mistakes around incorrect addresses and adds an extra layer of security. **Only approved addresses** can be used in any mint process. +Use the [**Approvals**](https://docs.paxos.com/dashboard/admin/approvals) functionality to require additional team members to review any new addresses or the Minting instructions before they are saved. +This avoids potential mistakes around incorrect addresses, instructions, and adds an extra layer of security. **Only approved addresses** can be used in any mint process. From 0d4ed4ca16a0aa728111c45e7bdeb6d7fb364ab4 Mon Sep 17 00:00:00 2001 From: sidphadkar-pax Date: Tue, 16 Sep 2025 11:52:29 -0400 Subject: [PATCH 11/11] Documentation edits made through Mintlify web editor --- guides/dashboard/redeem.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/guides/dashboard/redeem.mdx b/guides/dashboard/redeem.mdx index d9d872c..e687c9f 100644 --- a/guides/dashboard/redeem.mdx +++ b/guides/dashboard/redeem.mdx @@ -63,7 +63,7 @@ Before you can redeem stablecoins, you need to add a [fiat account](https://docs 7. Click **Save**. -Use the [Approvals](https://docs.paxos.com/dashboard/admin/approvals) functionality to require additional team members to review any new fiat accounts before they are saved. This avoids potential mistakes around incorrect information and adds an extra layer of security. **Only approved fiat accounts** can be used in the redemption process. +Use the [Approvals](https://docs.paxos.com/dashboard/admin/approvals) functionality to require additional team members to review any new fiat accounts or Redemption instructions before they are saved. This avoids potential mistakes around incorrect information and adds an extra layer of security. **Only approved fiat accounts** can be used in the redemption process. ## ➋ Redeem Asset