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The Paxos Dashboard supports a multi-entity experience, made up of three components: Organization, Entity and Profile. Within the Organization, individual access is selectively provisioned across Entities, so an individual can only access the information and funds and based on their roles within the respective Entity. Most implementations require use of multiple Profiles to organize balances and transactions on the Paxos platform. Mint Workflow

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Organization

When you sign up for the Paxos Dashboard, you are creating Organization Administrator credentials to log into a Dashboard Organization. As the top of the hierarchy the Organization typically maps to the parent of a legal entity or business group, comprising one or more entities. For example, if My Company is comprised of three separate legal entities, My Company Asia, My Company Europe and My Company North America, using My Company as the organization will enable you to onboard the entities, using the legal business names, within the same organization bucket.

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Entity

Entities, typically mapped to teams, business groups, holding companies, or separate legal entities, are onboarded within the Organization.
  • Funds are segregated at the Entity level.
  • Users belonging to a particular Entity can see balances, transfers, and other information on in the Entity they belong to.
  • Roles & Permissions, APIs keys are scoped at an Entity level. For example, if an Organization has 3 entities, User A has a Treasurer role in Entity 1, a Viewer role in Entity 2, and no access to Entity 3. See Roles and Responsibilities.
  • Organization Administrators who complete the onboarding for an Entity automatically become the Entity Manager for that new Entity. Entity Managers are allowed to assign roles, add users, map identity provider groups to roles, etc. Entity Managers can be reassigned later

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Profile

Every entity has a system-generated default Profile. Most implementations require use of multiple Profiles to organize balances and transactions on the Paxos platform. Profiles are also used to move funds within the same Entity. A Profile is equivalent to a crypto wallet, with the addition of holding your USD (fiat) balance. For example, depositing USD into a Profile is the first step when minting a stablecoin. Those with the Treasurer create Profiles.

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Leaving an Organization

Users can leave a Dashboard Organization at any time. The process depends on your role and the Organization’s structure.

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For Non-Admin Users

Users who are not Organization Administrators can leave any Organization at any time:
  1. Navigate to the Organization page.
  2. Click the Leave Organization option.
If you accidentally created a new Organization during the sign-up flow, you can leave it immediately by clicking the user dropdown in the top right during the onboarding flow and selecting the leave option.

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For Organization Administrators

Organization Administrators can only leave an Organization under specific conditions: If there are other Organization Administrators:
  1. Navigate to the Organization page.
  2. Click the Leave Organization option.
  3. Ensure you transfer any critical responsibilities to another administrator before leaving.
If you are the only Organization Administrator:
  • You can only leave if there are no other users in the Organization.
  • If there are other users, you must first promote another user to Organization Administrator or remove all other users before you can leave.
Before leaving an Organization, ensure you:
  • Document any pending transactions or approvals.
  • Hand off any API credentials or integrations you manage.
  • Notify relevant team members of your departure.
Note: Any funds or balances associated with the entities within your Organization will remain available. If you need to regain Dashboard access to them, contact Support.
If you need to close an entire Organization or Entity, contact Support for assistance with the offboarding process.