# Manage Roles

##### **<span style="color: rgb(53, 152, 219);">Creating a Role</span>**

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

- **Admin&gt; System &gt; Manage Roles and Permissions**

[![image.png](https://docs.fintecor.com/uploads/images/gallery/2026-05/scaled-1680-/jALimage.png)](https://docs.fintecor.com/uploads/images/gallery/2026-05/jALimage.png)

- Choose **Add Role.**

[![image.png](https://docs.fintecor.com/uploads/images/gallery/2026-05/scaled-1680-/Sa6image.png)](https://docs.fintecor.com/uploads/images/gallery/2026-05/Sa6image.png)

##### <span style="color: rgb(53, 152, 219);">**Editing and Deleting a Role**</span>

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

[![image.png](https://docs.fintecor.com/uploads/images/gallery/2026-05/scaled-1680-/Z2jimage.png)](https://docs.fintecor.com/uploads/images/gallery/2026-05/Z2jimage.png)

At the bottom of the screen are available list of the permissions. See [Permissions Reference](https://docs.fintecor.com/books/fintedge-user-guide/page/permissions-reference "Permissions Reference")

[![image.png](https://docs.fintecor.com/uploads/images/gallery/2026-05/scaled-1680-/cnVimage.png)](https://docs.fintecor.com/uploads/images/gallery/2026-05/cnVimage.png)

#####  

##### <span style="color: rgb(53, 152, 219);">**Assigning a Role**</span>

To apply Role directly through the interface:

<span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span>**Admin &gt; Users &gt;** <span style="mso-list: Ignore;"><span style="font: 7.0pt 'Times New Roman';"> </span></span>Open the target user for editing &gt; <span style="mso-list: Ignore;"><span style="font: 7.0pt 'Times New Roman';"> </span></span>Select the **Role** field

<span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span>Tick the checkboxes for the role to be granted&gt; **Submit** to save changes

[![image.png](https://docs.fintecor.com/uploads/images/gallery/2026-05/scaled-1680-/h2Dimage.png)](https://docs.fintecor.com/uploads/images/gallery/2026-05/h2Dimage.png)

##### <span style="color: rgb(53, 152, 219);">**Roles Reference**</span>

The following tables describe the available permissions by functional category. Its administration available under

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**Admin &gt; System &gt; Manage Roles and Permissions.**

After FintEdge setup the following default list of roles is configured:

<table border="1" cellpadding="0" cellspacing="0" class="MsoNormalTable" id="bkmrk-role-description-sup" style="width: 468pt; border-collapse: collapse; height: 572.532px; border-image: initial; border: medium none currentcolor;" width="624"><thead><tr style="height: 28.5938px;"><td style="width: 233.33px; border: 1pt solid rgb(204, 204, 204); background: rgb(26, 58, 92); padding: 4pt 7pt; height: 28.5938px;" valign="top" width="233">**<span style="font-size: 10.0pt; color: white;">Role </span>**

</td><td style="width: 390.661px; border-width: 1pt 1pt 1pt medium; border-style: solid solid solid none; border-color: rgb(204, 204, 204) rgb(204, 204, 204) rgb(204, 204, 204) currentcolor; border-image: initial; background: rgb(26, 58, 92); padding: 4pt 7pt; height: 28.5938px;" valign="top" width="391">**<span style="font-size: 10.0pt; color: white;">Permissions overview</span>**

</td></tr></thead><tbody><tr style="height: 68.8281px;"><td style="width: 233.33px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(204, 204, 204) rgb(204, 204, 204); border-image: initial; background: white; padding: 4pt 7pt; height: 68.8281px;" valign="top" width="233">**<span style="font-size: 9.5pt; font-family: 'Courier New'; mso-fareast-font-family: 'Courier New'; color: #1a3a5c;">Super User</span>**

</td><td style="width: 390.661px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(204, 204, 204) rgb(204, 204, 204) currentcolor; background: white; padding: 4pt 7pt; height: 68.8281px;" valign="top" width="391">- <span style="font-size: 10.0pt; color: black; mso-color-alt: windowtext;">A user with full system access and administrative privileges.</span>

</td></tr><tr style="height: 186.266px;"><td style="width: 233.33px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(204, 204, 204) rgb(204, 204, 204); border-image: initial; background: white; padding: 4pt 7pt; height: 186.266px;" valign="top" width="233">**<span style="font-size: 9.5pt; font-family: 'Courier New'; mso-fareast-font-family: 'Courier New'; color: #1a3a5c;">Back Office</span>**

</td><td style="width: 390.661px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(204, 204, 204) rgb(204, 204, 204) currentcolor; background: white; padding: 4pt 7pt; height: 186.266px;" valign="top" width="391">- 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

</td></tr><tr style="height: 100.797px;"><td style="width: 233.33px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(204, 204, 204) rgb(204, 204, 204); border-image: initial; background: whitesmoke; padding: 4pt 7pt; height: 100.797px;" valign="top" width="233">**<span style="font-size: 9.5pt; font-family: 'Courier New'; mso-fareast-font-family: 'Courier New'; color: #1a3a5c;">Front Office</span>**

</td><td style="width: 390.661px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(204, 204, 204) rgb(204, 204, 204) currentcolor; background: whitesmoke; padding: 4pt 7pt; height: 100.797px;" valign="top" width="391">- Create and update client profiles
- Open, update, and maintain savings accounts
- Read transfers
- Support client requests and basic operations

</td></tr><tr style="height: 85.625px;"><td style="width: 233.33px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(204, 204, 204) rgb(204, 204, 204); border-image: initial; background: whitesmoke; padding: 4pt 7pt; height: 85.625px;" valign="top" width="233">**<span style="font-size: 9.5pt; font-family: 'Courier New'; mso-fareast-font-family: 'Courier New'; color: #1a3a5c;">Reports</span>**

</td><td style="width: 390.661px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(204, 204, 204) rgb(204, 204, 204) currentcolor; background: whitesmoke; padding: 4pt 7pt; height: 85.625px;" valign="top" width="391">- <span style="font-size: 10.0pt; color: black; mso-color-alt: windowtext;">View reports </span>
- <span style="font-size: 10.0pt; color: black; mso-color-alt: windowtext;">Access financial and operational data </span>
- <span style="font-size: 10.0pt; color: black; mso-color-alt: windowtext;">Export data for analysis </span>

</td></tr><tr style="height: 102.422px;"><td style="width: 233.33px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(204, 204, 204) rgb(204, 204, 204); border-image: initial; background: whitesmoke; padding: 4pt 7pt; height: 102.422px;" valign="top" width="233">**<span style="font-size: 9.5pt; font-family: 'Courier New'; mso-fareast-font-family: 'Courier New'; color: #1a3a5c;">Manage Users</span>**

</td><td style="width: 390.661px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(204, 204, 204) rgb(204, 204, 204) currentcolor; background: whitesmoke; padding: 4pt 7pt; height: 102.422px;" valign="top" width="391">- Create, update, and delete users
- Manage user access and permissions
- Perform approval actions for user changes
- View administrative configuration settings

</td></tr></tbody></table>