> For the complete documentation index, see [llms.txt](https://docs.tesseract.fi/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.tesseract.fi/dedicated-client-vaults/roles-and-access.md).

# Roles & Access

Access to Dedicated Client Vaults is split into two layers: what your **team can do in the Tesseract dashboard**, and who can **move funds on-chain**. They are deliberately separate — no dashboard role can move funds.

### Dashboard roles

When your organisation is onboarded you can invite team members and assign each a role. Roles are ready-made permission sets (individual permissions can also be fine-tuned per user):

| Role                     | What it can do                                                                                                         |
| ------------------------ | ---------------------------------------------------------------------------------------------------------------------- |
| **Viewer**               | Read-only across the dashboard — clients, KYC status, wallets, vaults and reports.                                     |
| **Whitelisting Manager** | Everything a Viewer can, **plus verify and whitelist wallets** for on-chain access.                                    |
| **Admin**                | Full access, including managing team members (inviting, suspending, adjusting permissions). Provisioned at onboarding. |

### It all ends at wallet whitelisting

The most any dashboard role can do to affect on-chain activity is **whitelist a wallet** — the job of the Whitelisting Manager. Whitelisting only approves a wallet to interact with vaults; it moves no funds.

**Deposits and withdrawals are authorised solely by the whitelisted wallet itself** — no dashboard role, and no one else, can move funds on your behalf. Tesseract's discretionary management rebalances within your chosen strategy under separate, tightly scoped controls and can **never** withdraw to an external address; funds only ever move back to your own whitelisted wallet.

### Recommended: whitelist an MPC wallet or a multisig

Because on-chain control comes down to one wallet, the security of your vault funds is the security of the wallet you whitelist. We recommend whitelisting a wallet that already carries your organisation's custody and approval controls — an **MPC wallet** (e.g. Fireblocks) or an **on-chain multisig / smart account** (e.g. Safe) — so vault interaction reuses your existing security practices (multiple approvers, signing thresholds, transaction policies, audit trails) with no separate approval layer to maintain.

***

See also: [Prerequisites: KYC & Whitelisting](/dedicated-client-vaults/integration-guide/scenario-a/prerequisites.md) · [FAQ](/dedicated-client-vaults/faq.md).


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