Fintedge User Guide 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 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 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 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 Clients Test