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 following default list of roles is configured:
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Role
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Permissions overview
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Super User
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A user with full system access and administrative privileges.
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Back Office
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An internal operational role responsible for processing and maintaining client and transaction data:
ProcessApprove, transactionsexecute, and requestsmanage account transfersManageHandle clienttransaction recordsstatuses, including declines and AML-related decisionsPerformProcess accountand maintenancecontrol movement between ledger and subledgerHandleManage operationalstanding workflows instructionsSupportAccess dailygeneral bankingledger operationsaccounts
Create and review journal entries
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Client Support
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A role focused on assisting clients and resolving issues:
- View and update client information
- Create and manage client profiles
- Add and maintain addresses, documents, and notes
- Open and view savings accounts
- View client transactions and summaries
- Support client requests and basic operations
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Reports
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A role dedicated to accessing reports:
- View reports
- Access financial and operational data
- Export data for analysis
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Manage Users
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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
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