Coinshift
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  • 🌐Welcome
  • About Us
    • 🎦Introduction
    • 👁️‍🗨️Overview
    • 🧱Unified Dashboard
  • Primer & Peaks
    • 👉First Steps
    • 🌟Popular Features
  • Getting Started
    • 🛗Setting up a New Organisation
      • 🤳Request Access
      • 🎫Sign Up
      • 🏢Create a New Organisation
        • 💻Create Organisation from Coinshift Dashboard
        • 🔁Switch Organisations
      • 🗳️Add Accounts (Safes, Wallets, etc.)
        • 💸Add Existing Safes
        • 🗃️Create a New Safe
          • 💰Transfer Assets To Your Safe
    • 🤝Joining an Existing Organisation
    • 💻Logging In
    • 🔔Setup Notifications
      • ⚒️Connect Slack for an Org
      • 🛠️Connect Discord for an Org
      • 🧩Connect Slack for an Account
      • 🤖Connect Discord for an Account
      • 📩Viewing Notifications in Slack and Discord
      • ⏸️Change Account Preferences: Disconnect Notifications
      • 🔏Discord: Adding Coinshift Roles & Bot to private channels
      • ☑️Discord: Check Your Permissions
      • 👾Add Members to Discord Server & Channel
  • How-To Guides
    • 📋How to Add Accounts
    • 👥How to Add Members
    • ❄️How to make a Mass Payout
    • 📱How to interact with DeFi Apps
  • Coinshift Walkthrough
    • 📽️Overview
    • 🚻Users
    • 💹Portfolio Management
      • 💵Token Portfolio Tracking (ERC-20)
        • 🪙Add Additional Tokens
      • 🤖NFT Portfolio Tracking
    • 📈Reporting
      • 🎯Portfolio History
      • 📊Cash Flow Tracker
    • 📱Coinshift Apps
      • AAVE
      • CoW Swap
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      • 1inch
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      • Request Finance
      • Superfluid
        • ⏲️Stream Payout
      • Transaction Builder
    • 🗳️Account Management
      • 🚮Remove Account
      • 🆕Add Signers
      • ✂️Remove Signers
      • 🔁Swap Signers
      • 💫Change Safe Name
      • 🎚️Change Threshold
      • ℹ️Adding a Safe as a Non-Signer
      • 🛄Filter A Safe
    • 🎛️Transaction Management
      • ☄️Proposals
        • 📬Proposal Management
        • 🔰Active And Discarded Proposals
      • 🪜Queue
      • 🔎History
      • 🛄Filter Transactions
      • ⏬Export Transactions
      • 🆕Add Labels and Notes
      • ❎On-chain Transaction Rejection
    • 📤Fund Management
      • ❄️Mass Payout
        • 🪙Mass Payout in a Single Token
        • ✨Mass Payout (Multiple Tokens)
        • ⏫Mass Payout via CSV Upload
        • 📑Duplicating Transactions
      • 🔁Recurring Payout
    • 📜Contact Management
      • 🆕Add Contact
      • ✏️Edit Contact
      • 🚮Remove Contact
      • 📝Bulk Import Contact
    • 🏷️Label Management
      • 🆕Add Label
      • ✏️Edit Label
      • 🚮Archive/ Unarchive Label
    • 👤Member Management
      • 🆕Add Member
      • 🚮Deactivate Member
      • 🔎Filter & Search Members
    • 📱Supported Wallets
      • 🔐Hardware Wallet Support
        • ☑️Prerequisite
    • ⚙️Settings
  • FAQs
    • ❔FAQ: General Information
    • ✨FAQ: Onboarding
    • 🔔FAQ: Notifications
    • 🚀FAQ: Transactions & Operations
    • 📱FAQ: Coinshift Apps
    • 🔐FAQ: Hardware Wallets
    • ❓Technical Concerns & Troubleshoot
  • Resources
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  1. Coinshift Walkthrough

Member Management

Managing and understanding the roles, and responsibilities of Members.

PreviousArchive/ Unarchive LabelNextAdd Member

Last updated 1 year ago

In , the Member role within a Safe represents users with limited permissions, primarily focused on performing non-transactional activities.

Members are restricted from executing transactional actions that directly affect Safe's asset.

As a Member, the allowed activities include:

  • Creating (off-chain data)

  • in transactions

  • Add Notes to a transaction

  • Run Reports

This access level enables Members to contribute to the management of the Safe without granting them transactional authority.

To locate the Members tab, navigate to the Settings area. A standard Members tab appears as follows:

At the top, it displays information about Members who are either Active or have been invited by the Signers/Members to participate in the Safe.

The Pending Invitations segment lists the addresses of users who have been added by the Safe Signers to join the Safe but have not yet received an invitation to do so.

For further information on the Members section, refer to the following articles:

👤

Add Member

Discover how to add Member to an organisation and expand your team.

Deactivate Member

Learn how to deactivate an existing Member from an organisation.

Filter & Search Members

Check this article to refine Members based on their status.

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