User roles walkthrough

User Roles & Permissions

CoinGate offers several role types so you can safely manage access across your team.
Every role has different capabilities based on what that team member needs to do.

Role Permissions Table

You can use the table below to quickly understand what each role can and cannot access. The table serves as your full permission map.

User Permissions Overview

Administrators

Disclaimer: This role requires personal account verification

Administrators handle most business-side operations: orders, payouts, settings, team management, and day-to-day configuration. These articles cover actions they commonly perform or issues they may need to resolve.

Articles relevant for Administrators:

• Is it possible to complete an order after it has been canceled or expired?

• How can I customise my invoice?

• One of my orders was suspended. What should I do?

• How long does it take to process a withdrawal?

• How can I cancel a withdrawal?

• How can I edit my business information?

• How can I enable 2FA?

These topics align with admin responsibilities such as managing invoices, handling suspended orders, configuring business information, and supporting withdrawal operations.

Accountants

Disclaimer: This role requires personal account verification

Accountants need visibility and control over financial operations: reporting, reconciliation, refunds, withdrawals, and currency management. The articles below support these workflows.

Articles relevant for Accountants:

• How do I export transaction data for reconciliation via API?

• How do I export reports from the dashboard?

• How do I submit a refund for a paid order?

• Top up your CoinGate account in fiat or crypto.

• Withdraw funds to a bank account or crypto wallet.

• Exchange between supported currencies inside your account.

• Refund a paid order from the dashboard or via API.

• Send invoices to your customers instantly.

These FAQs match daily financial tasks such as reconciliation, issuing refunds, managing conversions, and preparing financial reports.

Support

Support agents assist merchants and shoppers by checking order details, identifying payment issues, and explaining resolution paths. The following FAQ articles cover the most common customer-facing scenarios.

Articles relevant for Support:

• Customer has paid for an order that has already expired.

• Customer has paid, their order expired, but the payment is not detected.

• Customer underpaid an order.

• Customer requested for a refund for a paid order.

• Customer wants to use an address from a previous order for the payment.

These articles help support agents diagnose typical crypto payment issues — late payments, undetected transactions, wrong amounts, and refund inquiries.

Developers

Developers integrate websites, apps, or services with CoinGate and need documentation related to API endpoints and workflows.

Articles relevant for Developers:

• Create Order – generate an invoice.

• Callbacks – receive order status updates.

• Refunds – trigger refunds programmatically.

• Send Request - send cryptocurrency to third-party beneficiaries.

• Access Sandbox - test the integration in our test environment.

These topics correspond directly to core technical operations: creating invoices, receiving callbacks, automating refunds, sending payouts, and testing integrations.

API Documentation: developer.coingate.com