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 
 Note: