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Roles and permissions

Check explicit permissions, not role names.

Step by step

  1. Read the role, its status and operation permissions.
  2. Match permissions to the person’s work. Reading, creating and confirming may require different rights.
  3. Read the role’s current permissions and status before changing it. Role updates have no version field. Assign or remove the exact role explicitly for the intended member or API client; a list of current assignees is not exposed by this API.
  4. A new role grants nothing until explicitly assigned. New system capabilities are not automatically added to existing roles.

Related reading

Custody Platform · User documentation2026-09-22

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