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