# Users and Access Control # Understanding Users, Roles, and Permissions # Manage Roles and Permissions Permissions are the fundamental unit of access control in FintEdge. They authorise a user to view specific data or carry out specific actions. Permissions can be applied to the role that is then assigned to the user. #### 4.1 Assigning Role To apply Role directly through the interface: • Admin > Users. • Open the target user for editing. • Select the Role field • Tick the checkboxes for the role to be granted. • Select Save User. #### 4.2. Roles Reference The following tables describe the available permissions by functional category. Its administration available under · Admin > System > Manage Roles and Permissions. After FintEdge setup the following default list of roles is configured:
**Role ** **Permissions overview**
**Super User** A user with full system access and administrative privileges.
**Self Service User** A client-facing role with limited access to personal data and services: - View own accounts and balances - Perform basic transactions (e.g., payments, transfers) - Submit applications (e.g., deposits, products) - Access personal documents and statements
**BackOffice** An internal operational role responsible for processing and maintaining client and transaction data: - Process transactions and requests - Manage client records - Perform account maintenance - Handle operational workflows - Support daily banking operations
**ClientSupport** A role focused on assisting clients and resolving issues: - Handle client inquiries and requests - View client profiles and account details - Assist with onboarding and troubleshooting - Monitor and resolve service issues - Provide guidance on products and services
**Reports** A role dedicated to accessing and generating reports: - View and generate system reports - Access financial and operational data - Export data for analysis - Monitor performance and activity metrics
**ManageUsers** A role responsible for user and access management: - Create, edit, and deactivate users - Assign roles and permissions - Manage access rights - Ensure proper segregation of duties - Maintain user access compliance
# Permissions References **Self Service User** **BackOffice**
**Permission ** **Function**
**Account\_transfer** APPROVE ACCOUNTTRANSFER DECLINE ACCOUNTTRANSFER DECLINEAML ACCOUNTTRANSFER DECLINEAMLFINAL ACCOUNTTRANSFER EXECUTE ACCOUNTTRANSFER LEDGERTOSUBLEDGER ACCOUNTTRANSFER SETSENT ACCOUNTTRANSFER SUBLEDGERTOLEDGER ACCOUNTTRANSFER READ STANDINGINSTRUCTION
**Accounting** READ GLACCOUNT CREATE JOURNALENTRY CREATE JOURNALENTRY CHECKER
**Client Support** **Reports** **ManageUsers**

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