If your business or pension entity manages digital assets, you’ll know the challenges that come with multiple stakeholders needing visibility, access, and control — all without compromising on security or governance. Whether you’re managing a SSAS pension with trustees and accountants, or a trading desk with internal compliance oversight, it’s essential to have the right tools to delegate access without sharing a single login.

We’ve listened to our clients and are proud to launch a major upgrade to all SSAS and B2B coinpass accounts: multi-user sub-accounts.

This long-requested feature allows businesses, pensions, and other multi-user entities to allocate account access across team members — each with their own login, permissions, and level of visibility. It’s a smarter, safer, and more professional way to manage your crypto holdings as a team.

Starting today, every SSAS and B2B coinpass account can enable multiple sub-users, each with tailored permissions under a single master account. This gives you full control over who can see your balances, view transactions, and execute trades — with read-only and active trading modes available depending on your needs.

Your team structure might include:

• Directors or trustees, who maintain master account control
  
• Traders or investment managers, who receive capital allocations for active execution
  
• Accountants, CFOs, or external auditors, who require read-only access for tax, reporting, or compliance

Rather than sharing credentials or exporting data manually, you can now streamline your operations and work securely within the coinpass platform.

This feature is a direct response to feedback from our SSAS and business users, many of whom have operated on shared credentials simply to enable collaboration.

But as crypto allocations grow, so too does the need for:

• Stronger internal controls
  
• Clearer reporting workflows
  
• Scalable team access

Whether you’re managing a pension scheme or running a high-frequency trading desk, it's no longer feasible for multiple parties to rely on a single login. Our new multi-user structure allows entities to scale their access safely, with a clear audit trail and role-based permissions.

It also lays the groundwork for future product enhancements — including approvals, delegated trade execution, and expanded reporting capabilities — all built on the new sub-account architecture.

Once enabled, your master account holder can add sub-users with two main permission levels:

• Trading access: Allows the user to place trades using capital allocated by the master account
  
• Read-only access: Ideal for finance teams, accountants, or trustees who only need to view balances and transactions

Each user receives a separate login, and the master account retains full control over allocations and visibility. This helps your organisation stay secure and compliant while empowering your team to act with autonomy where appropriate.

This functionality is designed for any organisation where more than one person needs to interact with the account. In particular, it benefits:

• SSAS pension holders managing retirement savings on behalf of members
  
• Trading teams where execution is split across different users
  
• Accounting or audit professionals supporting tax reporting and regulatory compliance
  
• SMEs and corporate treasuries allocating digital assets to multiple departments or individuals

It’s especially useful for long-standing coinpass clients who have requested this feature to improve internal workflows.

Ahead of launch, we worked with a small group of SSAS and B2B clients to test the new functionality. Their feedback helped shape the experience — from interface design to user flows — ensuring the new tools work intuitively and securely in real-world environments.

This pre-launch programme also allowed us to stress-test the system, prepare help resources, and integrate feedback before full rollout.

Multi-user sub-accounts are just the first step. As part of our institutional roadmap, this feature lays the technical foundation for new product layers — including multi-user approvals, permission hierarchies, and advanced compliance tooling. Expect to see more enhancements building on this core structure in the months ahead.

If you already have a SSAS or B2B account with coinpass, the new feature is available to you now. Simply log in, head to your account dashboard, and follow the prompts to invite users and set permissions.

If you’re new to coinpass and want to explore how our platform can support your business or pension, reach out to our team for a tailored onboarding experience.

To learn more, visit our Help Centre or read the full FAQ.

coinpass — built for businesses, trusted by professionals.

At coinpass, we provide a regulated, secure, and efficient platform designed to meet the needs of professional and corporate investors. Whether you’re looking to diversify your treasury, explore new markets, or integrate digital assets into your financial strategy, our platform offers the tools and expertise you need.

Book a call with coinpass today