How to Manage Organization Admins and Users in NODE40 Balance

Video Walkthrough

Step-by-step

How to Invite a new Administrator to an Organization
First, Log into http://balance.node40.com with an account that has an Administrator role. If you do not have this type of access, please reach out to your NODE40 account manager.

From the Team Members tab, click the blue +Add Team member button.
Fill in email (required) and First & Last name (optional).

Click the green Add Team Member button and activate the Administrator switch to green, if desired.

By clicking this switch, you can allow this team member to create, update, and remove other team members by assigning them an Administrator role.

The New Team member will receive an email inviting them to create an account. “Invite Pending” will display under their account until they accept the invite.

How to Invite a new Managed Account to an Organization
An example of a "managed account" is a client or customer whose crypto transactions you would like to track and manage for tax reporting, accounting and compliance purposes.

To add a Managed Account, navigate to the Managed Accounts tab, click +Add Managed Account.
Enter a display name. Toggle the switch green to “Allow this user to manage their own data.”

*By keeping the switch grey, only Team Members or Admins will be able to manage the data on behalf of the client/managed account. There is no client email required if the switch is kept grey.

Enter the email address (required if toggling switch to green) of the new user and their First & Last name (optional).
Click the green Add Managed Account button.

The New managed account user will receive an email inviting them to create an account. “Invite Pending” will display under their account until they accept the invite.