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 Creating a Role

4.2 Editing a Role

4.3 Deleting a Role

4.4 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.

• Select Save User.

4.5. 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	Handle transaction statuses, including declines and AML-related decisions Process and control movement between ledger and subledger Manage standing instructions Access general ledger accounts Create and review journal entries
Client Support	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
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