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

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 Manage and review system configuration data (products, currencies, code values etc.) Execute approval (checker) actions across multiple processes View main reports
Front Office	Create and update client profiles Open, update, and maintain savings accounts Read transfers Support client requests and basic operations View basic reports
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