Fintedge User Guide

Users and Access Control

Users and Access Control

Understanding Users, Roles, and Permissions

Users and Access Control

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

Users and Access Control

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: