Coinshift
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Business
  • ๐ŸŒWelcome
  • About Us
    • ๐ŸŽฆIntroduction
    • ๐Ÿ‘๏ธโ€๐Ÿ—จ๏ธOverview
    • ๐ŸงฑUnified Dashboard
  • Primer & Peaks
    • ๐Ÿ‘‰First Steps
    • ๐ŸŒŸPopular Features
  • Getting Started
    • ๐Ÿ›—Setting up a New Organisation
      • ๐ŸคณRequest Access
      • ๐ŸŽซSign Up
      • ๐ŸขCreate a New Organisation
        • ๐Ÿ’ปCreate Organisation from Coinshift Dashboard
        • ๐Ÿ”Switch Organisations
      • ๐Ÿ—ณ๏ธAdd Accounts (Safes, Wallets, etc.)
        • ๐Ÿ’ธAdd Existing Safes
        • ๐Ÿ—ƒ๏ธCreate a New Safe
          • ๐Ÿ’ฐTransfer Assets To Your Safe
    • ๐ŸคJoining an Existing Organisation
    • ๐Ÿ’ปLogging In
    • ๐Ÿ””Setup Notifications
      • โš’๏ธConnect Slack for an Org
      • ๐Ÿ› ๏ธConnect Discord for an Org
      • ๐ŸงฉConnect Slack for an Account
      • ๐Ÿค–Connect Discord for an Account
      • ๐Ÿ“ฉViewing Notifications in Slack and Discord
      • โธ๏ธChange Account Preferences: Disconnect Notifications
      • ๐Ÿ”Discord: Adding Coinshift Roles & Bot to private channels
      • โ˜‘๏ธDiscord: Check Your Permissions
      • ๐Ÿ‘พAdd Members to Discord Server & Channel
  • How-To Guides
    • ๐Ÿ“‹How to Add Accounts
    • ๐Ÿ‘ฅHow to Add Members
    • โ„๏ธHow to make a Mass Payout
    • ๐Ÿ“ฑHow to interact with DeFi Apps
  • Coinshift Walkthrough
    • ๐Ÿ“ฝ๏ธOverview
    • ๐ŸšปUsers
    • ๐Ÿ’นPortfolio Management
      • ๐Ÿ’ตToken Portfolio Tracking (ERC-20)
        • ๐Ÿช™Add Additional Tokens
      • ๐Ÿค–NFT Portfolio Tracking
    • ๐Ÿ“ˆReporting
      • ๐ŸŽฏPortfolio History
      • ๐Ÿ“ŠCash Flow Tracker
    • ๐Ÿ“ฑCoinshift Apps
      • AAVE
      • CoW Swap
      • Hedgey
      • 1inch
      • LI.FI
      • ParaSwap
      • Request Finance
      • Superfluid
        • โฒ๏ธStream Payout
      • Transaction Builder
    • ๐Ÿ—ณ๏ธAccount Management
      • ๐ŸšฎRemove Account
      • ๐Ÿ†•Add Signers
      • โœ‚๏ธRemove Signers
      • ๐Ÿ”Swap Signers
      • ๐Ÿ’ซChange Safe Name
      • ๐ŸŽš๏ธChange Threshold
      • โ„น๏ธAdding a Safe as a Non-Signer
      • ๐Ÿ›„Filter A Safe
    • ๐ŸŽ›๏ธTransaction Management
      • โ˜„๏ธProposals
        • ๐Ÿ“ฌProposal Management
        • ๐Ÿ”ฐActive And Discarded Proposals
      • ๐ŸชœQueue
      • ๐Ÿ”ŽHistory
      • ๐Ÿ›„Filter Transactions
      • โฌExport Transactions
      • ๐Ÿ†•Add Labels and Notes
      • โŽOn-chain Transaction Rejection
    • ๐Ÿ“คFund Management
      • โ„๏ธMass Payout
        • ๐Ÿช™Mass Payout in a Single Token
        • โœจMass Payout (Multiple Tokens)
        • โซMass Payout via CSV Upload
        • ๐Ÿ“‘Duplicating Transactions
      • ๐Ÿ”Recurring Payout
    • ๐Ÿ“œContact Management
      • ๐Ÿ†•Add Contact
      • โœ๏ธEdit Contact
      • ๐ŸšฎRemove Contact
      • ๐Ÿ“Bulk Import Contact
    • ๐Ÿท๏ธLabel Management
      • ๐Ÿ†•Add Label
      • โœ๏ธEdit Label
      • ๐ŸšฎArchive/ Unarchive Label
    • ๐Ÿ‘คMember Management
      • ๐Ÿ†•Add Member
      • ๐ŸšฎDeactivate Member
      • ๐Ÿ”ŽFilter & Search Members
    • ๐Ÿ“ฑSupported Wallets
      • ๐Ÿ”Hardware Wallet Support
        • โ˜‘๏ธPrerequisite
    • โš™๏ธSettings
  • FAQs
    • โ”FAQ: General Information
    • โœจFAQ: Onboarding
    • ๐Ÿ””FAQ: Notifications
    • ๐Ÿš€FAQ: Transactions & Operations
    • ๐Ÿ“ฑFAQ: Coinshift Apps
    • ๐Ÿ”FAQ: Hardware Wallets
    • โ“Technical Concerns & Troubleshoot
  • Resources
    • ๐Ÿ“–Glossary
    • ๐ŸงพBlog
    • ๐ŸŒˆSupport and Community
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On this page
  • Step 1: Go to Settings
  • Step 1. a: Manage Members
  • Step 1 .b: Manage Labels
  1. Coinshift Walkthrough

Settings

Manage your organisationโ€™s settings.

PreviousPrerequisiteNextFAQ: General Information

Last updated 1 year ago

The Settings section of your dashboard enables you to access and manage Members and Labels within your organisation.

Follow these steps to explore settings:

Step 1: Go to Settings

Access the settings section by either clicking the desired option on your dashboard or clicking the top-right organisation field to open the dropdown list, and then select Settings.

Step 1. a: Manage Members

Upon entering the settings section, you will directly land on the Members tab by default. Here, you can view the list of members currently associated with your organisation.

Step 1 .b: Manage Labels

The Labels tab enables you to manage your organisation's labels, with multiple options available for label management.

For more information on the , as well as how to or them, please refer to the following page.

To learn more about Coinshift , including how to , , them, please explore the below page.

โš™๏ธ
roles and responsibilities of a member
add
deactivate
๐Ÿ‘คMember Management
labels
define
edit
archive, or unarchive
๐Ÿท๏ธLabel Management
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