# Fintedge User Guide # Users and Access Control # Understanding Users, Roles, and Permissions Manage Roles and Permissions are the fundamental unit of access control in FintEdge. Access it by: Admin > System > [![image.png](https://docs.fintecor.com/uploads/images/gallery/2026-05/scaled-1680-/image.png)](https://docs.fintecor.com/uploads/images/gallery/2026-05/image.png) 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** ##### **Editing a User** ##### **Deleting a User** ##### **Access rights** # Manage Roles ##### **Creating a Role** ##### **Editing a Role** ##### **Deleting a Role** ##### **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. • Select Save User. ##### **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** - Create and manage client profiles - Open, update, and maintain savings accounts - Perform transaction-related operations - Perform accounting operations, manage and review system configuration data - Execute approval (checker) actions across multiple processes - View client summaries and basic reporting information
**Client Support/ Front Office** - View and update client information - Create and manage client profiles - Add and maintain addresses, documents, and notes - Open and view savings accounts - View client transactions and summaries - 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
# Permissions Reference The Fintedge provides several high-level permissions 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.
**REPORRING SUREP USER** Provides full access to all reporting capabilities: Allows viewing, generating, and exporting all available reports in the system.

**Note**: High-level 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
**Configuration** READ ACCOUNTING READ DROOLS READ ORGANIZATION READ PRODUCTS READ SURVEY READ SYSTEM READ CODEVALUE READ CONFIGURATION READ REPORT
**Portfolio** CREATE ADDRESS CREATE ADDRESS CHECKER DELETE ADDRESS DELETE ADDRESS CHECKER READ ADDRESS UPDATE ADDRESS UPDATE ADDRESS CHECKER ACTIVATE CLIENT ACTIVATE CLIENT CHECKER CLOSE CLIENT CREATE CLIENT CREATE CLIENT CHECKER DELETE CLIENT DELETE CLIENT CHECKER READ CLIENT REJECT CLIENT REJECT CLIENT CHECKER UPDATE CLIENT UPDATE CLIENT CHECKER UPDATESAVINGSACCOUNT CLIENT 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 REACTIVATE CLIENT REACTIVATE CLIENT CHECKER READ CLIENTCHARGE UPDATE SAVINGSACCOUNT UPDATE SAVINGSACCOUNT CHECKER UPDATESAVINGSOFFICER SAVINGSACCOUNT
**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
##### **Client Support / Front Office**
**Permission ** **Function**
**Account\_transfer** READ STANDINGINSTRUCTION
**Configuration** CREATE CODEVALUE
**Portfolio**CREATE ADDRESS CREATE ADDRESS CHECKER DELETE ADDRESS DELETE ADDRESS CHECKER READ ADDRESS UPDATE ADDRESS UPDATE ADDRESS CHECKER ACTIVATE CLIENT ACTIVATE CLIENT CHECKER CLOSE CLIENT CREATE CLIENT CREATE CLIENT CHECKER DELETE CLIENT DELETE CLIENT CHECKER READ CLIENT REJECT CLIENT REJECT CLIENT CHECKER UPDATE CLIENT UPDATE CLIENT CHECKER UPDATESAVINGSACCOUNT CLIENT 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
**Report** VIEW CLIENT SUMMARY
**Client Transactions** READTRANSACTION CLIENT
**Savings Transactions** READ ACCOUNTTRANSFER
##### **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
##### **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

**Note**:

# Clients # Test