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 followin default list is configured:
Role
Description
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