Last updated 29 August 2025

Adding someone as a signer on an Account requires a few steps. We plan to make this easier in the future, but today this is a multi-step process and we’ll walk you through it below.

Step 1: You invite them to your Team

The first step is to make them part of your Team. If you’re an Owner of your Team, you can go to Settings > Members and select Invite member. They will receive an email with a link to join your team.

Roles

Roles are stored offchain and have no impact on whether that person is a signer on a specific Account.

• Owners can add/remove team members, complete KYB/C, mark tokens as spam, update general info (name, logo), and initiate recovery.
• Members can view and create transactions (including on Accounts they’re not a signer on)

You will receive an email once they accept your invitation. As part of their accepting your invitation, if they aren’t already a user of Teams they will be prompted to add passkeys.

Once a member has accepted your invite, any Owner can upgrade a Member to an Owner, or vice versa.

Step 2: They accept your invite

The invitee will receive an email letting them know they’ve been invited to join your team. If they don’t see it, we recommend they check their spam folder.