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: