Fintedge User Guide

Users and Access Control

Understanding Users, Roles, and Permissions
Manage Roles
Permissions Reference

Clients

Test

Users and Access Control

Understanding Users, Roles, and Permissions

A FintEdge user is an account that stores the credentials, personal details, assigned role, and permission set interacting with the system.

The complete list of users can be found by navigating to Admin > Users.

Manage Roles and Permissions are the fundamental unit of access control in FintEdge accessed by:

Admin > System > Manage Roles and Permission

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.

Creating a User

New user can be created from the top navigation bar:

• Go to Admin> Users and choose Create User.

In general section complete all required fields in the dialog and select Submit to confirm.

Editing and Deleting User Accounts

After user created the following actions are available via buttons at the top of the screen:

Back Returns the user to the previous screen (e.g., user list)
Edit Opens the user profile in edit mode to modify user details
Delete Removes the user from the system
Change Password Allows setting or resetting the user’s password

Users and Access Control

Manage Roles

Creating a Role

New role can be created from the top navigation bar where all existing roles are available:

Admin> System > Manage Roles and Permissions

Choose Add Role.

Editing and Deleting a Role

After role created the following actions are available via buttons at the top of the screen:

Edit Role Opens the user profile in edit mode to modify user details
Disable/Enable Role Controls whether a role is active and can be assigned or used within the system
Delete Role Removes the role from the system

At the bottom of the screen are available list of the permissions. See Permissions Reference

Assigning a 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> Submit to save changes

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.
Back Office	Manage client lifecycle (Create, block, close, reactivate) Open, update, and maintain savings accounts Perform transfers View accounting, maintain journal entries Execute approval (checker) actions across multiple processes
Front Office	Create and update client profiles Open, update, and maintain savings accounts Read transfers Support client requests and basic operations
Reports	View reports Access financial and operational data Export data for analysis
Manage Users	Create, update, and delete users Manage user access and permissions Perform approval actions for user changes View administrative configuration settings

Users and Access Control

Permissions Reference

The FintEdge provides several high-level permissions (Special) that grant extended or full access beyond standard role-based permissions.

Permission	Function
ALL FUNCTIONS	Grants full access to all system functionalities. Includes all available actions (create, read, update, delete, approve) across all modules.
ALL FUNCTIONS READ	Provides read-only access to all system data
BYPASS TWOFACTOR	Allows users to access the system without two-factor authentication. Should be assigned only in exceptional cases due to security implications.
CHECKER SUPER USER	Grants full approval (checker) rights across the system, Allows the user to approve or reject any operation that requires authorization.
REPORTING SUREP USER	Provides full access to all reporting capabilities: Allows viewing, generating, and exporting all available reports in the system.

Note: High-level (Special) permissions override all assigned granular (low-level) permissions within the Fintedge. These permissions should be assigned only in exceptional cases and with proper control.

Back Office

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 READ JOURNALENTRY RESVERSE JOURNALENTRY
Configuration	READ ACCOUNTING
Organisation	READ OFFICE
Portfolio	CREATE ADDRESS CREATE ADDRESS CHECKER DELETE ADDRESS DELETE ADDRESS CHECKER READ ADDRESS UPDATE ADDRESS UPDATE ADDRESS CHECKER ACCEPTTRANSFER CLIENT ACCEPTTRANSFER CLIENT CHECKER ACTIVATE CLIENT ACTIVATE CLIENT CHECKER ASSIGNSTAFF CLIENT BLOCK CLIENT CLOSE CLIENT CREATE CLIENT CREATE CLIENT CHECKER DELETE CLIENT DELETE CLIENT CHECKER REACTIVATE CLIENT REACTIVATE CLIENT CHECKER READ CLIENT REJECT CLIENT REJECT CLIENT CHECKER REJECTTRANSFER CLIENT REJECTTRANSFER CLIENT CHECKER UNBLOCK CLIENT UPDATE CLIENT UPDATE CLIENT CHECKER UPDATESAVINGSACCOUNT CLIENT CREATE CLIENTCHARGE CREATE CLIENTCHARGE CHECKER DELETE CLIENTCHARGE DELETE CLIENTCHARGE CHECKER INACTIVATE CLIENTCHARGE INACTIVATE CLIENTCHARGE CHECKER PAY CLIENTCHARGE PAY CLIENTCHARGE CHECKER READ CLIENTCHARGE UPDATE CLIENTCHARGE UPDATE CLIENTCHARGE CHECKER CREATE CLIENTNOTE CREATE CLIENTNOTE CHECKER DELETE CLIENTNOTE DELETE CLIENTNOTE CHECKER READ CLIENTNOTE UPDATE CLIENTNOTE UPDATE CLIENTNOTE CHECKER CREATE DOCUMENT CREATE DOCUMENT CHECKER DELETE DOCUMENT DELETE DOCUMENT CHECKER READ DOCUMENT UPDATE DOCUMENT UPDATE DOCUMENT CHECKER CREATE FAMILYMEMBERS DELETE FAMILYMEMBERS READ FAMILYMEMBERS UPDATE FAMILYMEMBERS CREATE SAVINGSACCOUNT CREATE SAVINGSACCOUNT CHECKER DELETE SAVINGSACCOUNT DELETE SAVINGSACCOUNT CHECKER READ SAVINGSACCOUNT UPDATE SAVINGSACCOUNT UPDATE SAVINGSACCOUNT CHECKER UPDATESAVINGSOFFICER SAVINGSACCOUNT CREATE PAYMENTTYPE DELETE PAYMENTTYPE READ PAYMENTTYPE UPDATE PAYMENTTYPE
Report	VIEW CLIENT SUMMARY
Savings Transactions	CREATE ACCOUNTTRANSFER CREATE ACCOUNTTRANSFER CHECKER EXECUTECRYPTO ACCOUNTTRANSFER READ ACCOUNTTRANSFER ACTIVATE SAVINGSACCOUNT ACTIVATE SAVINGSACCOUNT CHECKER APPROVE SAVINGSACCOUNT APPROVE SAVINGSACCOUNT CHECKER BLOCK SAVINGSACCOUNT BLOCK SAVINGSACCOUNT CHECKER BLOCKCREDIT SAVINGSACCOUNT BLOCKCREDIT SAVINGSACCOUNT CHECKER BLOCKDEBIT SAVINGSACCOUNT BLOCKDEBIT SAVINGSACCOUNT CHECKER CLOSE SAVINGSACCOUNT CLOSE SAVINGSACCOUNT CHECKER HOLD SAVINGSACCOUNT REJECT SAVINGSACCOUNT REJECT SAVINGSACCOUNT CHECKER REVERSETRANSFER SAVINGSACCOUNT UNBLOCK SAVINGSACCOUNT UNBLOCK SAVINGSACCOUNT CHECKER UNBLOCKCREDIT SAVINGSACCOUNT UNBLOCKCREDIT SAVINGSACCOUNT CHECKER UNBLOCKDEBIT SAVINGSACCOUNT UNBLOCKDEBIT SAVINGSACCOUNT CHECKER UNHOLD SAVINGSACCOUNT UPDATESAVINGSOFFICER SAVINGSACCOUNT UNDOTRANSACTION SAVINGSACCOUNT UNDOTRANSACTION SAVINGSACCOUNT CHECKER

Front Office

Permission	Function
Account_transfer	READ STANDINGINSTRUCTION
Portfolio	CREATE ADDRESS CREATE ADDRESS CHECKER DELETE ADDRESS DELETE ADDRESS CHECKER READ ADDRESS UPDATE ADDRESS UPDATE ADDRESS CHECKER ACTIVATE CLIENT ACTIVATE CLIENT CHECKER CREATE CLIENT CREATE CLIENT CHECKER READ CLIENT UPDATE CLIENT UPDATE CLIENT CHECKER UPDATESAVINGSACCOUNT CLIENT CREATE CLIENTCHARGE CREATE CLIENTCHARGE CHECKER DELETE CLIENTCHARGE DELETE CLIENTCHARGE CHECKER INACTIVATE CLIENTCHARGE INACTIVATE CLIENTCHARGE CHECKER PAY CLIENTCHARGE PAY CLIENTCHARGE CHECKER READ CLIENTCHARGE UPDATE CLIENTCHARGE UPDATE CLIENTCHARGE CHECKER CREATE CLIENTNOTE CREATE CLIENTNOTE CHECKER DELETE CLIENTNOTE DELETE CLIENTNOTE CHECKER READ CLIENTNOTE UPDATE CLIENTNOTE UPDATE CLIENTNOTE CHECKER CREATE DOCUMENT CREATE DOCUMENT CHECKER DELETE DOCUMENT DELETE DOCUMENT CHECKER READ DOCUMENT UPDATE DOCUMENT UPDATE DOCUMENT CHECKER CREATE FAMILYMEMBERS DELETE FAMILYMEMBERS READ FAMILYMEMBERS UPDATE FAMILYMEMBERS CREATE SAVINGSACCOUNT CREATE SAVINGSACCOUNT CHECKER DELETE SAVINGSACCOUNT DELETE SAVINGSACCOUNT CHECKER READ SAVINGSACCOUNT UPDATE SAVINGSACCOUNT UPDATE SAVINGSACCOUNT CHECKER CREATE SAVINGSACCOUNTCHARGE CREATE SAVINGSACCOUNTCHARGE CHECKER DELETE SAVINGSACCOUNTCHARGE DELETE SAVINGSACCOUNTCHARGE CHECKER INACTIVATE SAVINGSACCOUNTCHARGE INACTIVATE SAVINGSACCOUNTCHARGE CHECKER PAY SAVINGSACCOUNTCHARGE PAY SAVINGSACCOUNTCHARGE CHECKER READ SAVINGSACCOUNTCHARGE UPDATE SAVINGSACCOUNTCHARGE UPDATE SAVINGSACCOUNTCHARGE CHECKER
Report	VIEW CLIENT SUMMARY
Client Transactions	READTRANSACTION CLIENT
Savings Transactions	READ ACCOUNTTRANSFER ACTIVATE SAVINGSACCOUNT ACTIVATE SAVINGSACCOUNT CHECKER

Reports

Permission	Function
Reports	Enables users to access the reporting section, choose relevant reports, review data, and download reports as needed. For example, View Active Clients - Email View Active Group Leaders - Email View Active Loan Clients - Email View Active Loan Summary per Branch View Active Loans - Details

Permission

Function

Reports

Enables users to access the reporting section, choose relevant reports, review data, and download reports as needed.

For example,

View Active Clients - Email
View Active Group Leaders - Email
View Active Loan Clients - Email
View Active Loan Summary per Branch
View Active Loans - Details

Manage Users

Permission	Function
Authorisation	CREATE USER CREATE USER CHECKER DELETE USER DELETE USER CHECKER READ USER UPDATE USER UPDATE USER CHECKER
Configuration	READ ADMIN

Fintedge User Guide

Users and Access Control

Understanding Users, Roles, and Permissions

Creating a User

Editing and Deleting User Accounts

Manage Roles

Creating a Role

Editing and Deleting a Role

Assigning a Role

Roles Reference

Permissions Reference

Back Office

Front Office

Reports

Manage Users

Clients

Test